Iron Horse Wealth Management LLC Invests $32,000 in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Iron Horse Wealth Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 3rd quarter, HoldingsChannel reports. The institutional investor bought 574 shares of the company’s stock, valued at approximately $32,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of DFAT. Fortress Wealth Management Inc. boosted its holdings in Dimensional U.S. Targeted Value ETF by 0.5% in the third quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock valued at $2,009,000 after purchasing an additional 193 shares during the period. Brookstone Capital Management increased its stake in shares of Dimensional U.S. Targeted Value ETF by 5.2% during the third 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 period. Foundations Investment Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 4.3% during the 3rd quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock worth $280,000 after acquiring an additional 209 shares in the last quarter. Investmark Advisory Group LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.8% in the 1st quarter. Investmark Advisory Group LLC now owns 37,330 shares of the company’s stock valued at $2,032,000 after purchasing an additional 279 shares in the last quarter. Finally, Tranquility Partners LLC raised its stake in Dimensional U.S. Targeted Value ETF by 7.9% in the first quarter. Tranquility Partners LLC now owns 4,596 shares of the company’s stock valued at $250,000 after buying an additional 338 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.6 %

Shares of NYSEARCA DFAT traded down $0.34 during mid-day trading on Wednesday, reaching $54.91. The company had a trading volume of 42,030 shares, compared to its average volume of 235,466. The firm has a 50 day simple moving average of $54.73 and a two-hundred day simple moving average of $53.50. Dimensional U.S. Targeted Value ETF has a 52-week low of $42.53 and a 52-week high of $58.09. The stock has a market cap of $10.16 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.