Summary
DFAT Chart
Confluence Wealth Services Inc. Buys 16,017 Shares of Dimensional U.S. Targeted Value ETF $DFAT
Confluence Wealth Services Inc. raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 426,378 shares of the company's stock after buying an additional 16,017 shares during the period. Dimensional U.S.
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Dimensional US Targeted Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 4,362 | $253,912.02 | $306,037.92 | $52,125.9 | 20.53% |
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 4,033 | $210,609.81 | $282,955.28 | $72,345.47 | 34.35% |
| CE Curtis Ellergodt Rothschild Investment LLC | 3,123 | $161,990 | $219,109.68 | $57,119.68 | 35.26% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 369,252 | $21.49M | $25.91M | $4.41M | 20.54% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 3,286 | $205,210.7 | $230,545.76 | $25,335.06 | 12.35% |
Dimensional US Targeted Value ETF (DFAT) FAQ
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Dimensional US Targeted Value ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates as an investment fund that primarily focuses on investing in securities of U.S. companies. Adhering to its non-fundamental policy, the fund commits at least 80% of its net assets into these securities under normal circumstances. This strategic approach aims to leverage the stability and potential growth of U.S. companies to provide favorable returns to its investors. The fund is also proactive in managing its equity market exposure by engaging in derivative transactions, such as futures contracts and options on futures contracts, related to U.S. equity securities and indices. These financial instruments are utilized to adjust the fund’s market position in response to anticipated cash flows, encompassing both inflows and outflows, to optimize its performance and mitigate risks.
Products and Services
- Equity Securities Investment
The fund invests a significant portion of its assets into equity securities of U.S. companies. By doing so, it seeks to tap into the growth potential of these companies, which may include stocks of both large-cap and small-cap companies. This strategy is designed to generate returns that mirror the overall performance of the U.S. equity market.
- Derivative Transactions
To manage its equity market exposure more effectively, the fund engages in derivative transactions. This includes purchasing or selling futures contracts and options on futures contracts for U.S. equity securities and indices. Such financial instruments are used strategically to flexibly increase or decrease the fund's exposure to the equity market, allowing it to respond to market volatility, expected cash inflows, or outflows in a manner that aims to protect and grow the fund's assets.
