Financial Harvest LLC Has $29.02 Million Position in Dimensional U.S. Targeted Value ETF $DFAT

Financial Harvest LLC increased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 487,424 shares of the company’s stock after buying an additional 24,599 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 18.0% of Financial Harvest LLC’s holdings, making the stock its largest position. Financial Harvest LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $29,021,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of DFAT. Brighton Jones LLC lifted its position in Dimensional U.S. Targeted Value ETF by 22.3% in the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after buying an additional 3,799 shares during the last quarter. Goldman Sachs Group Inc. bought a new stake in Dimensional U.S. Targeted Value ETF in the 1st quarter worth approximately $1,376,000. NewEdge Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock worth $5,347,000 after buying an additional 1,393 shares during the last quarter. Sei Investments Co. bought a new stake in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $703,000. Finally, Main Street Financial Solutions LLC lifted its position in Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock worth $2,264,000 after buying an additional 576 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $67.72 on Wednesday. The business has a 50 day moving average of $65.25 and a 200 day moving average of $63.10. The company has a market capitalization of $13.80 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 1-year low of $51.50 and a 1-year high of $68.05.

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.