130,198 Shares in Dimensional U.S. Targeted Value ETF $DFAT Acquired by SB Capital Management Inc
by Scott Moore · The Cerbat GemSB Capital Management Inc purchased a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor purchased 130,198 shares of the company’s stock, valued at approximately $7,752,000. Dimensional U.S. Targeted Value ETF accounts for 2.8% of SB Capital Management Inc’s investment portfolio, making the stock its 12th biggest holding.
Other institutional investors have also 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 during the third quarter valued at approximately $26,000. CIBC Private Wealth Group LLC grew 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 acquiring an additional 243 shares in the last quarter. Timmons Wealth Management LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $50,000. IAG Wealth Partners LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 350.8% in the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock valued at $50,000 after acquiring an additional 663 shares during the last quarter. Finally, Optima Capital LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth $60,000.
Dimensional U.S. Targeted Value ETF Stock Up 0.8%
DFAT opened at $68.48 on Friday. The firm has a 50-day simple moving average of $66.80 and a two-hundred day simple moving average of $64.10. Dimensional U.S. Targeted Value ETF has a 52 week low of $52.27 and a 52 week high of $70.25. The company has a market capitalization of $13.96 billion, a PE ratio of 12.39 and a beta of 0.97.
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.
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Want to see what other hedge funds are holding DFAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report).