Dimensional U.S. Targeted Value ETF $DFAT Shares Bought by Lutz Financial Services LLC

Lutz Financial Services LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 9.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 152,294 shares of the company’s stock after acquiring an additional 12,910 shares during the period. Lutz Financial Services LLC owned about 0.07% of Dimensional U.S. Targeted Value ETF worth $9,068,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after acquiring an additional 3,799 shares in the last quarter. Goldman Sachs Group Inc. acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 1st quarter worth approximately $1,376,000. NewEdge Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock worth $5,347,000 after acquiring an additional 1,393 shares in the last quarter. Sei Investments Co. acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $703,000. Finally, Main Street Financial Solutions LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock worth $2,264,000 after acquiring an additional 576 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 0.8%

Shares of DFAT opened at $65.84 on Tuesday. Dimensional U.S. Targeted Value ETF has a 52 week low of $50.75 and a 52 week high of $67.94. The stock has a 50 day moving average of $64.20 and a 200-day moving average of $62.40. The firm has a market cap of $13.42 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99.

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.