Stolz & Associates PS Buys Shares of 7,634 Dimensional U.S. Targeted Value ETF $DFAT

Stolz & Associates PS bought a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 7,634 shares of the company’s stock, valued at approximately $455,000. Dimensional U.S. Targeted Value ETF accounts for about 0.4% of Stolz & Associates PS’s portfolio, making the stock its 21st largest holding.

A number of other hedge funds and other institutional investors also recently bought and sold shares of DFAT. Caprock Group LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the third quarter worth $1,748,000. Fortitude Family Office LLC boosted its stake in 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 period. OLIO Financial Planning increased its position in Dimensional U.S. Targeted Value ETF by 7.1% in the 4th quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock valued at $13,479,000 after acquiring an additional 14,980 shares during the period. Disciplined Equity Management Inc. increased its position in Dimensional U.S. Targeted Value ETF by 2.8% in the 4th quarter. Disciplined Equity Management Inc. now owns 417,953 shares of the company’s stock valued at $24,885,000 after acquiring an additional 11,352 shares during the period. Finally, Bedel Financial Consulting Inc. increased its position in Dimensional U.S. Targeted Value ETF by 20.3% in the 3rd quarter. Bedel Financial Consulting Inc. now owns 60,415 shares of the company’s stock valued at $3,517,000 after acquiring an additional 10,180 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT opened at $65.84 on Tuesday. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.75 and a 12 month high of $67.94. The stock has a market cap of $13.42 billion, a P/E ratio of 12.39 and a beta of 0.99. The stock’s 50 day moving average price is $64.20 and its 200 day moving average price is $62.40.

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.