Elevation Wealth Partners LLC Has $2.33 Million Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Elevation Wealth Partners LLC lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 41,853 shares of the company’s stock after buying an additional 556 shares during the period. Dimensional U.S. Targeted Value ETF comprises 1.0% of Elevation Wealth Partners LLC’s portfolio, making the stock its 25th biggest holding. Elevation Wealth Partners LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,330,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Fortress Wealth Management Inc. lifted 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 acquiring an additional 193 shares during the period. Clear Creek Financial Management LLC lifted its position in Dimensional U.S. Targeted Value ETF by 2.0% in the third quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock worth $561,000 after purchasing an additional 200 shares during the period. Brookstone Capital Management lifted its position in Dimensional U.S. Targeted Value ETF by 5.2% in the third quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock worth $227,000 after purchasing an additional 202 shares during the period. Foundations Investment Advisors LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 4.3% during the third quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock worth $280,000 after buying an additional 209 shares in the last quarter. Finally, tru Independence LLC increased its holdings in 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 valued at $250,000 after buying an additional 217 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $56.93 on Monday. The company has a 50-day moving average of $57.18 and a 200-day moving average of $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 capitalization of $10.54 billion, a price-to-earnings 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.