84,122 Shares in Dimensional U.S. Targeted Value ETF $DFAT Bought by Platform Wealth Management LLC

Platform Wealth Management LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 84,122 shares of the company’s stock, valued at approximately $5,009,000. Dimensional U.S. Targeted Value ETF accounts for 1.3% of Platform Wealth Management LLC’s holdings, making the stock its 21st biggest holding.

Several other hedge funds have also added to or reduced their stakes in DFAT. CoreFirst Bank & Trust bought a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $26,000. CIBC Private Wealth Group LLC increased its stake in Dimensional U.S. Targeted Value ETF by 59.0% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after purchasing an additional 243 shares in the last quarter. IAG Wealth Partners LLC increased its stake in Dimensional U.S. Targeted Value ETF by 350.8% during the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after purchasing an additional 663 shares in the last quarter. Optima Capital LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth approximately $60,000. Finally, JPL Wealth Management LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $74,000.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT opened at $67.21 on Thursday. The business has a 50 day simple moving average of $65.51 and a 200 day simple moving average of $63.24. Dimensional U.S. Targeted Value ETF has a 52-week low of $51.86 and a 52-week high of $68.05. The stock has a market cap of $13.70 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99.

About Dimensional U.S. Targeted Value ETF

The Dimensional U.S. Targeted Value ETF (DFAT) is an exchange-traded fund that mostly invests in extended market equity. The fund is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks. DFAT was launched on Dec 11, 1998 and is managed by Dimensional.