Cliftonlarsonallen Wealth Advisors LLC Takes Position in Dimensional U.S. Targeted Value ETF $DFAT

Cliftonlarsonallen Wealth Advisors LLC bought a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 11,314 shares of the company’s stock, valued at approximately $674,000.

A number of other large investors have also modified their holdings of DFAT. CoreFirst Bank & Trust acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at about $26,000. CIBC Private Wealth Group LLC grew its stake in Dimensional U.S. Targeted Value ETF by 59.0% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares in the last quarter. IAG Wealth Partners LLC grew its stake in Dimensional U.S. Targeted Value ETF by 350.8% during the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock valued at $50,000 after purchasing an additional 663 shares in the last quarter. McIlrath & Eck LLC grew its stake in Dimensional U.S. Targeted Value ETF by 70.7% during the 3rd quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock valued at $71,000 after purchasing an additional 507 shares in the last quarter. Finally, Retirement Wealth Solutions LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at approximately $72,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.4%

Shares of NYSEARCA DFAT opened at $64.98 on Friday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $45.21 and a fifty-two week high of $67.46. The business has a 50 day moving average price of $63.88 and a two-hundred day moving average price of $60.90. The firm has a market cap of $13.18 billion, a PE ratio of 12.39 and a beta of 1.03.

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.