Cook Wealth LLC Buys 5,814 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Cook Wealth LLC lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 225,992 shares of the company’s stock after acquiring an additional 5,814 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 6.1% of Cook Wealth LLC’s holdings, making the stock its 6th biggest position. Cook Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $13,051,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. SYM FINANCIAL Corp acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $30,000. Iron Horse Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at approximately $32,000. Truvestments Capital LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $40,000. Legacy Investment Solutions LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $46,000. Finally, Howe & Rusling Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at $61,000.

Dimensional U.S. Targeted Value ETF Trading Down 1.1 %

Shares of Dimensional U.S. Targeted Value ETF stock opened at $57.34 on Monday. Dimensional U.S. Targeted Value ETF has a 1 year low of $49.60 and a 1 year high of $61.75. The stock has a 50-day moving average price of $57.53 and a 200 day moving average price of $56.09. The company has a market cap of $10.61 billion, a P/E 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.