Private Trust Co. NA Acquires 563 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Private Trust Co. NA lifted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,032 shares of the company’s stock after purchasing an additional 563 shares during the period. Private Trust Co. NA’s holdings in Dimensional U.S. Targeted Value ETF were worth $391,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in DFAT. Thurston Springer Miller Herd & Titak Inc. acquired a new position in Dimensional U.S. Targeted Value ETF in the second quarter valued at approximately $28,000. Bbjs Financial Advisors LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the second quarter worth $30,000. Iron Horse Wealth Management LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the third quarter valued at $32,000. WealthShield Partners LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 134.2% during the second quarter. WealthShield Partners LLC now owns 712 shares of the company’s stock valued at $37,000 after purchasing an additional 408 shares during the period. Finally, Truvestments Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth about $40,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $60.42 on Thursday. The business has a 50-day simple moving average of $56.49 and a 200 day simple moving average of $54.49. Dimensional U.S. Targeted Value ETF has a one year low of $46.36 and a one year high of $61.75. The firm has a market capitalization of $11.18 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12.

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.