Balboa Wealth Partners trimmed its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 5.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 29,709 shares of the company’s stock after selling 1,877 shares during the period. Balboa Wealth Partners’ holdings in Dimensional U.S. Targeted Value ETF were worth $1,654,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors have also modified their holdings of the company. Tradewinds Capital Management LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter worth $28,000. Aspect Partners LLC increased its stake in Dimensional U.S. Targeted Value ETF by 151.9% during the fourth quarter. Aspect Partners LLC now owns 519 shares of the company’s stock valued at $29,000 after acquiring an additional 313 shares during the period. SYM FINANCIAL Corp bought a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at about $30,000. Truvestments Capital LLC bought a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at about $40,000. Finally, Legacy Investment Solutions LLC bought a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at about $46,000.
Dimensional U.S. Targeted Value ETF Stock Down 0.1 %
Shares of DFAT opened at $51.22 on Thursday. Dimensional U.S. Targeted Value ETF has a 12-month low of $50.16 and a 12-month high of $61.75. The firm has a market capitalization of $10.02 billion, a price-to-earnings ratio of 13.23 and a beta of 1.05. The stock’s 50-day moving average price is $55.87 and its 200 day moving average price is $56.26.
Dimensional U.S. Targeted Value ETF Company 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.
Further Reading
- Five stocks we like better than Dimensional U.S. Targeted Value ETF
- Insider Trading – What You Need to Know
- Ramaco Resources Pins Hopes on Coal’s Untapped Potential
- The Role Economic Reports Play in a Successful Investment Strategy
- NVIDIA’s Soaring Energy Needs Make These 3 Nuclear Stocks a Buy
- What is a Stock Market Index and How Do You Use Them?
- Why Energy Transfer Belongs on Your Watchlist
Receive News & Ratings for Dimensional U.S. Targeted Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional U.S. Targeted Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.
