JPMorgan Chase & Co. raised its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 7.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 574,623 shares of the company’s stock after purchasing an additional 38,371 shares during the period. JPMorgan Chase & Co. owned 0.29% of Dimensional U.S. Targeted Value ETF worth $33,449,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors also recently modified their holdings of the business. Valmark Advisers Inc. grew its stake in Dimensional U.S. Targeted Value ETF by 3.5% in the 3rd quarter. Valmark Advisers Inc. now owns 5,744 shares of the company’s stock valued at $334,000 after buying an additional 192 shares in the last quarter. Brookwood Investment Group LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the third quarter. Brookwood Investment Group LLC now owns 5,072 shares of the company’s stock worth $295,000 after acquiring an additional 200 shares in the last quarter. Private Trust Co. NA lifted its position in shares of Dimensional U.S. Targeted Value ETF by 2.9% during the third quarter. Private Trust Co. NA now owns 7,548 shares of the company’s stock worth $439,000 after acquiring an additional 215 shares in the last quarter. CIBC Private Wealth Group LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after acquiring an additional 243 shares during the period. Finally, CreativeOne Wealth LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.9% in the third quarter. CreativeOne Wealth LLC now owns 8,757 shares of the company’s stock worth $510,000 after acquiring an additional 245 shares during the period.
Dimensional U.S. Targeted Value ETF Stock Down 1.3%
DFAT stock opened at $60.34 on Monday. The firm has a market capitalization of $12.33 billion, a PE ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $67.46. The stock has a 50-day simple moving average of $64.02 and a two-hundred day simple moving average of $60.56.
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.
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