Elser Financial Planning Inc Takes Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Elser Financial Planning Inc purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATFree Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 706,144 shares of the company’s stock, valued at approximately $39,304,000. Dimensional U.S. Targeted Value ETF comprises about 2.4% of Elser Financial Planning Inc’s portfolio, making the stock its 8th largest holding. Elser Financial Planning Inc owned 0.38% of Dimensional U.S. Targeted Value ETF at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. SYM FINANCIAL Corp bought a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $30,000. Iron Horse Wealth Management LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the third quarter worth about $32,000. Truvestments Capital LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the third quarter worth about $40,000. Legacy Investment Solutions LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the third quarter worth about $46,000. Finally, Howe & Rusling Inc. bought a new stake in Dimensional U.S. Targeted Value ETF in the third quarter worth about $61,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT opened at $56.93 on Monday. The company has a market cap of $10.54 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1 year low of $49.73 and a 1 year high of $61.75. The firm has a 50-day simple moving average of $57.18 and a two-hundred day simple moving average of $56.16.

Dimensional U.S. Targeted Value ETF Company Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

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