Morris Financial Concepts Inc. Acquires 1,534 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Morris Financial Concepts Inc. lifted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 31,046 shares of the company’s stock after purchasing an additional 1,534 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 0.7% of Morris Financial Concepts Inc.’s investment portfolio, making the stock its 23rd biggest position. Morris Financial Concepts Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,728,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. SYM FINANCIAL Corp purchased a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $30,000. Iron Horse Wealth Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth approximately $32,000. Truvestments Capital LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth $40,000. Legacy Investment Solutions LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth $46,000. Finally, Howe & Rusling Inc. bought a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at $61,000.

Dimensional U.S. Targeted Value ETF Stock Down 1.5 %

Shares of DFAT opened at $56.41 on Thursday. The stock has a market capitalization of $10.44 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a twelve month low of $49.73 and a twelve month high of $61.75. The firm has a fifty day simple moving average of $56.97 and a two-hundred day simple moving average of $56.17.

About Dimensional U.S. Targeted Value ETF

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.