Global Retirement Partners LLC Increases Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Global Retirement Partners LLC raised its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 54.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 22,763 shares of the company’s stock after purchasing an additional 7,982 shares during the period. Global Retirement Partners LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,355,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. CoreFirst Bank & Trust purchased a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth about $26,000. CIBC Private Wealth Group LLC raised its position in Dimensional U.S. Targeted Value ETF by 59.0% in 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 during the period. IAG Wealth Partners LLC raised its position in Dimensional U.S. Targeted Value ETF by 350.8% in 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 during the period. Optima Capital LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth about $60,000. Finally, JPL Wealth Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth about $74,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $66.95 on Monday. Dimensional U.S. Targeted Value ETF has a 1-year low of $50.75 and a 1-year high of $67.94. The firm has a market capitalization of $13.64 billion, a P/E ratio of 12.39 and a beta of 0.99. The company’s 50-day moving average is $64.52 and its 200 day moving average is $62.66.

Dimensional U.S. Targeted Value ETF Profile

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.