Dimensional U.S. Targeted Value ETF $DFAT Shares Purchased by SOL Capital Management CO

SOL Capital Management CO raised its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 437.5% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 222,309 shares of the company’s stock after purchasing an additional 180,949 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 5.9% of SOL Capital Management CO’s portfolio, making the stock its 6th largest holding. SOL Capital Management CO owned about 0.11% of Dimensional U.S. Targeted Value ETF worth $13,883,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. CoreFirst Bank & Trust bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter worth $26,000. CIBC Private Wealth Group LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 59.0% during the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after buying an additional 243 shares in the last quarter. Timmons Wealth Management LLC bought a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at about $50,000. Optima Capital LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $60,000. Finally, JPL Wealth Management LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the third quarter worth about $74,000.

Dimensional U.S. Targeted Value ETF Trading Down 0.2%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $69.58 on Friday. The company’s 50-day moving average price is $67.58 and its two-hundred day moving average price is $64.76. Dimensional U.S. Targeted Value ETF has a 52 week low of $52.83 and a 52 week high of $70.43. The stock has a market cap of $14.24 billion, a PE ratio of 12.39 and a beta of 0.96.

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.