Monograph Wealth Advisors LLC Purchases 32,215 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Monograph Wealth Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 731,710 shares of the company’s stock after purchasing an additional 32,215 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 4.3% of Monograph Wealth Advisors LLC’s holdings, making the stock its 4th biggest holding. Monograph Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $45,695,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the company. Steward Partners Investment Advisory LLC boosted its position in Dimensional U.S. Targeted Value ETF by 0.6% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 26,409 shares of the company’s stock valued at $1,572,000 after buying an additional 167 shares in the last quarter. OneAscent Family Office LLC grew its stake in Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. OneAscent Family Office LLC now owns 42,836 shares of the company’s stock worth $2,550,000 after buying an additional 170 shares during the last quarter. Cary Street Partners Financial LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.3% during the fourth quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock worth $831,000 after buying an additional 175 shares in the last quarter. Accurate Wealth Management LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 3.0% during the fourth quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after buying an additional 202 shares in the last quarter. Finally, Cloud Capital Management LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 4.0% in the fourth quarter. Cloud Capital Management LLC now owns 5,555 shares of the company’s stock valued at $330,000 after acquiring an additional 215 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $70.62 on Thursday. The company has a market capitalization of $14.46 billion, a P/E ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a one year low of $52.83 and a one year high of $71.39. The business’s 50 day simple moving average is $68.48 and its 200-day simple moving average is $65.70.

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.