Dimensional U.S. Targeted Value ETF $DFAT Shares Purchased by WorthPointe LLC

WorthPointe LLC lifted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 103.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 99,385 shares of the company’s stock after acquiring an additional 50,459 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 1.6% of WorthPointe LLC’s investment portfolio, making the stock its 15th biggest holding. WorthPointe LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,917,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Caprock Group LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $1,748,000. Fortitude Family Office LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 14.3% in the 4th quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock valued at $4,100,000 after acquiring an additional 8,603 shares during the period. Merit Financial Group LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 61.9% in the 3rd quarter. Merit Financial Group LLC now owns 40,251 shares of the company’s stock valued at $2,343,000 after acquiring an additional 15,397 shares during the period. Discipline Wealth Solutions LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $717,000. Finally, OLIO Financial Planning grew its position in Dimensional U.S. Targeted Value ETF by 7.1% during the 4th quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock worth $13,479,000 after purchasing an additional 14,980 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT opened at $64.76 on Thursday. The business’s 50-day moving average is $63.92 and its two-hundred day moving average is $61.10. The company has a market capitalization of $13.16 billion, a P/E ratio of 12.39 and a beta of 1.01. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $46.01 and a fifty-two week high of $67.46.

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.