Center for Financial Planning Inc. Boosts Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Center for Financial Planning Inc. grew its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 27.0% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 2,667 shares of the company’s stock after purchasing an additional 567 shares during the period. Center for Financial Planning Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $148,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in DFAT. SYM FINANCIAL Corp bought a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $30,000. Iron Horse Wealth Management LLC bought a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $32,000. Truvestments Capital LLC bought a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $40,000. Legacy Investment Solutions LLC bought a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $46,000. Finally, Howe & Rusling Inc. bought a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $61,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.2 %

Shares of Dimensional U.S. Targeted Value ETF stock opened at $56.97 on Friday. The company has a market cap of $10.55 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The company’s 50 day moving average is $56.86 and its 200 day moving average is $56.18. Dimensional U.S. Targeted Value ETF has a twelve month low of $50.16 and a twelve month high of $61.75.

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.