Guardian Wealth Management LLC Makes New Investment in Dimensional U.S. Targeted Value ETF $DFAT

Guardian Wealth Management LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 361,753 shares of the company’s stock, valued at approximately $21,539,000. Dimensional U.S. Targeted Value ETF makes up approximately 6.8% of Guardian Wealth Management LLC’s holdings, making the stock its 5th biggest position. Guardian Wealth Management LLC owned 0.18% of Dimensional U.S. Targeted Value ETF at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the stock. Caprock Group LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter worth about $1,748,000. Fortitude Family Office LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 14.3% during the 4th quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock valued at $4,100,000 after purchasing an additional 8,603 shares during the last quarter. Merit Financial Group LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 61.9% during the 3rd quarter. Merit Financial Group LLC now owns 40,251 shares of the company’s stock valued at $2,343,000 after buying an additional 15,397 shares in the last quarter. Discipline Wealth Solutions LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $717,000. Finally, HB Wealth Management LLC lifted its position in Dimensional U.S. Targeted Value ETF by 531.4% in the 3rd quarter. HB Wealth Management LLC now owns 66,579 shares of the company’s stock worth $3,876,000 after buying an additional 56,034 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $62.76 on Friday. The firm has a market cap of $12.82 billion, a P/E ratio of 12.39 and a beta of 1.04. The stock has a 50 day simple moving average of $63.83 and a two-hundred day simple moving average of $60.76. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $67.46.

Dimensional U.S. Targeted Value ETF Company 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.