Financial Harvest LLC Purchases Shares of 398,953 Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Financial Harvest LLC acquired a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 398,953 shares of the company’s stock, valued at approximately $22,206,000. Dimensional U.S. Targeted Value ETF accounts for approximately 18.8% of Financial Harvest LLC’s holdings, making the stock its biggest holding.

A number of other large investors have also recently made changes to their positions in DFAT. Forum Financial Management LP increased its stake in Dimensional U.S. Targeted Value ETF by 1.8% in the 3rd quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after buying an additional 154,338 shares in the last quarter. Pure Financial Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 12.9% during the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock worth $223,579,000 after purchasing an additional 458,509 shares in the last quarter. Asset Dedication LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 4.2% during the fourth quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock worth $127,159,000 after purchasing an additional 91,246 shares in the last quarter. EP Wealth Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 18.5% in the 3rd quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock worth $102,841,000 after purchasing an additional 288,340 shares in the last quarter. Finally, Abacus Wealth Partners LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 11.1% in the 4th quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock worth $73,588,000 after purchasing an additional 132,428 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $56.54 on Friday. The firm has a market cap of $10.47 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1 year low of $50.16 and a 1 year high of $61.75. The company has a 50 day simple moving average of $56.67 and a two-hundred day simple moving average of $56.22.

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.