Investmark Advisory Group LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 41,042 shares of the company’s stock after purchasing an additional 1,626 shares during the period. Dimensional U.S. Targeted Value ETF comprises 1.1% of Investmark Advisory Group LLC’s holdings, making the stock its 27th largest holding. Investmark Advisory Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,284,000 as of its most recent SEC filing.
Several other hedge funds also recently made changes to their positions in DFAT. Valmark Advisers Inc. increased its stake in Dimensional U.S. Targeted Value ETF by 2.8% during the 4th quarter. Valmark Advisers Inc. now owns 6,855 shares of the company’s stock worth $382,000 after acquiring an additional 184 shares during the period. Frazier Financial Advisors LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 5.4% during the 4th quarter. Frazier Financial Advisors LLC now owns 3,789 shares of the company’s stock worth $210,000 after purchasing an additional 194 shares in the last quarter. LJI Wealth Management LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 0.4% in the fourth quarter. LJI Wealth Management LLC now owns 56,245 shares of the company’s stock worth $3,131,000 after purchasing an additional 242 shares during the period. Claris Advisors LLC MO raised its stake in Dimensional U.S. Targeted Value ETF by 0.3% in the fourth quarter. Claris Advisors LLC MO now owns 80,881 shares of the company’s stock valued at $4,502,000 after purchasing an additional 261 shares in the last quarter. Finally, Grand Wealth Management LLC raised its stake in Dimensional U.S. Targeted Value ETF by 1.6% in the fourth quarter. Grand Wealth Management LLC now owns 18,278 shares of the company’s stock valued at $1,017,000 after purchasing an additional 281 shares in the last quarter.
Dimensional U.S. Targeted Value ETF Stock Down 2.9%
DFAT opened at $51.64 on Thursday. The stock has a market capitalization of $10.17 billion, a price-to-earnings ratio of 13.37 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $61.75. The company has a 50-day simple moving average of $50.05 and a 200 day simple moving average of $54.51.
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.
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