LongView Wealth Management Grows Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

LongView Wealth Management raised its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,600 shares of the company’s stock after purchasing an additional 1,000 shares during the quarter. LongView Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $649,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Betterment LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 5.6% during the 4th quarter. Betterment LLC now owns 262,780 shares of the company’s stock valued at $14,626,000 after buying an additional 13,827 shares in the last quarter. Dopkins Wealth Management LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 14.3% during the fourth quarter. Dopkins Wealth Management LLC now owns 326,625 shares of the company’s stock worth $18,180,000 after acquiring an additional 40,982 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in Dimensional U.S. Targeted Value ETF by 77.7% during the 4th quarter. JPMorgan Chase & Co. now owns 461,497 shares of the company’s stock worth $25,687,000 after purchasing an additional 201,747 shares in the last quarter. CreativeOne Wealth LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $222,000. Finally, Integrated Wealth Concepts LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 6.6% during the 4th quarter. Integrated Wealth Concepts LLC now owns 29,326 shares of the company’s stock worth $1,632,000 after purchasing an additional 1,826 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 0.3%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $52.71 on Friday. Dimensional U.S. Targeted Value ETF has a 12-month low of $44.01 and a 12-month high of $61.75. The company has a market cap of $10.39 billion, a price-to-earnings ratio of 13.37 and a beta of 1.05. The company’s 50-day moving average price is $51.01 and its 200-day moving average price is $53.55.

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.