Dimensional U.S. Targeted Value ETF $DFAT Shares Acquired by Lutz Financial Services LLC

Lutz Financial Services LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 9.3% in the fourth quarter, HoldingsChannel reports. The firm owned 152,294 shares of the company’s stock after purchasing an additional 12,910 shares during the quarter. Lutz Financial Services LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $9,068,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Kane Co Wealth Management Inc. acquired a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at approximately $3,202,000. Mission Wealth Management LP boosted its position in Dimensional U.S. Targeted Value ETF by 42.8% during the 4th quarter. Mission Wealth Management LP now owns 192,093 shares of the company’s stock valued at $11,437,000 after purchasing an additional 57,570 shares during the period. Disciplined Investments LLC boosted its position in Dimensional U.S. Targeted Value ETF by 5.3% during the 4th quarter. Disciplined Investments LLC now owns 164,150 shares of the company’s stock valued at $9,774,000 after purchasing an additional 8,298 shares during the period. Sound Portfolio Advisors LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at approximately $2,958,000. Finally, Richard Young Associates Ltd. acquired a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $32,968,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.8%

Dimensional U.S. Targeted Value ETF stock opened at $65.84 on Tuesday. The firm has a 50-day moving average price of $64.20 and a two-hundred day moving average price of $62.40. The firm has a market capitalization of $13.42 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 52-week low of $50.75 and a 52-week high of $67.94.

About Dimensional U.S. Targeted Value ETF

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.