Cherry Tree Wealth Management LLC Has $5.56 Million Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Cherry Tree Wealth Management LLC lessened its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 99,844 shares of the company’s stock after selling 3,526 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 1.4% of Cherry Tree Wealth Management LLC’s holdings, making the stock its 21st largest position. Cherry Tree Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,557,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Tradewinds Capital Management LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at approximately $28,000. Aspect Partners LLC increased its stake in Dimensional U.S. Targeted Value ETF by 151.9% in the 4th quarter. Aspect Partners LLC now owns 519 shares of the company’s stock valued at $29,000 after buying an additional 313 shares during the period. SYM FINANCIAL Corp acquired a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at approximately $30,000. Truvestments Capital LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at approximately $40,000. Finally, Legacy Investment Solutions LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at approximately $46,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $55.24 on Monday. The firm has a market cap of $10.22 billion, a PE ratio of 9.99 and a beta of 1.12. The firm’s 50 day moving average price is $56.60 and its two-hundred day moving average price is $56.31. Dimensional U.S. Targeted Value ETF has a twelve month low of $50.16 and a twelve month high of $61.75.

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.