Iron Horse Wealth Management LLC Invests $32,000 in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Iron Horse Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 574 shares of the company’s stock, valued at approximately $32,000.

Other large investors have also modified their holdings of the company. Pure Financial Advisors LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 33.9% in the 2nd quarter. Pure Financial Advisors LLC now owns 2,760,747 shares of the company’s stock worth $143,200,000 after purchasing an additional 698,381 shares during the period. Creative Planning grew its stake in Dimensional U.S. Targeted Value ETF by 4.1% in the 2nd quarter. Creative Planning now owns 14,250,654 shares of the company’s stock valued at $739,182,000 after acquiring an additional 555,638 shares during the period. Elser Financial Planning Inc purchased a new stake in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth $28,634,000. Magnolia Capital Advisors LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the second quarter valued at $26,659,000. Finally, Simplicity Wealth LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth about $17,452,000.

Dimensional U.S. Targeted Value ETF Stock Down 0.6 %

Shares of Dimensional U.S. Targeted Value ETF stock traded down $0.34 during mid-day trading on Wednesday, reaching $54.91. 42,030 shares of the stock traded hands, compared to its average volume of 235,466. The business has a 50-day moving average of $54.73 and a 200 day moving average of $53.50. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $42.53 and a fifty-two week high of $58.09. The stock has a market capitalization of $10.16 billion, a PE ratio of 9.99 and a beta of 1.12.

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.