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:DFAT) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 706,144 shares of the company’s stock, valued at approximately $39,304,000. Dimensional U.S. Targeted Value ETF makes up 2.4% of Elser Financial Planning Inc’s investment portfolio, making the stock its 8th biggest holding.

Other large investors have also modified their holdings of the company. Fortress Wealth Management Inc. grew its position in shares of Dimensional U.S. Targeted Value ETF by 0.5% in the 3rd quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock worth $2,009,000 after buying an additional 193 shares during the last quarter. Clear Creek Financial Management LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 2.0% in the 3rd quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock worth $561,000 after buying an additional 200 shares during the last quarter. Brookstone Capital Management grew its position in shares of Dimensional U.S. Targeted Value ETF by 5.2% in the 3rd quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock worth $227,000 after buying an additional 202 shares during the last quarter. Foundations Investment Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 4.3% in the 3rd quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock worth $280,000 after buying an additional 209 shares during the last quarter. Finally, tru Independence LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 5.1% in the 3rd quarter. tru Independence LLC now owns 4,494 shares of the company’s stock worth $250,000 after buying an additional 217 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 0.9 %

Shares of Dimensional U.S. Targeted Value ETF stock opened at $56.93 on Monday. The firm’s 50 day moving average price is $57.18 and its 200-day moving average price is $56.16. Dimensional U.S. Targeted Value ETF has a 52-week low of $49.73 and a 52-week high of $61.75. 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 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.