Morris Financial Concepts Inc. Raises Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Morris Financial Concepts Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATFree Report) by 34.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,261 shares of the company’s stock after acquiring an additional 3,373 shares during the period. Morris Financial Concepts Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $694,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Global Retirement Partners LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 11.4% in the third quarter. Global Retirement Partners LLC now owns 2,310 shares of the company’s stock worth $102,000 after buying an additional 237 shares during the last quarter. CENTRAL TRUST Co raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 22.6% during the third quarter. CENTRAL TRUST Co now owns 1,301 shares of the company’s stock valued at $51,000 after purchasing an additional 240 shares during the last quarter. BetterWealth LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.3% during the fourth quarter. BetterWealth LLC now owns 76,414 shares of the company’s stock valued at $3,999,000 after purchasing an additional 241 shares during the last quarter. Orion Portfolio Solutions LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the third quarter. Orion Portfolio Solutions LLC now owns 62,708 shares of the company’s stock valued at $2,865,000 after purchasing an additional 250 shares during the last quarter. Finally, Personal Capital Advisors Corp raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 3.7% during the fourth quarter. Personal Capital Advisors Corp now owns 7,320 shares of the company’s stock valued at $322,000 after purchasing an additional 261 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT traded down $0.85 during mid-day trading on Friday, hitting $51.43. 164,284 shares of the company traded hands, compared to its average volume of 247,900. The stock has a 50-day moving average price of $52.09 and a two-hundred day moving average price of $49.30. Dimensional U.S. Targeted Value ETF has a 1 year low of $41.16 and a 1 year high of $54.64. The stock has a market cap of $9.17 billion, a price-to-earnings ratio of 8.69 and a beta of 0.94.

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.

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

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