Dimensional U.S. Targeted Value ETF $DFAT Shares Newly Acquired by Forvis Mazars Wealth Advisors LLC

Forvis Mazars Wealth Advisors LLC bought a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund bought 418,710 shares of the company’s stock, valued at approximately $27,819,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. 3 Factor Indexing LLC increased its stake in Dimensional U.S. Targeted Value ETF by 0.5% during the second quarter. 3 Factor Indexing LLC now owns 38,183 shares of the company’s stock worth $2,669,000 after purchasing an additional 190 shares during the period. Montag A & Associates Inc. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 1.1% in the first quarter. Montag A & Associates Inc. now owns 25,353 shares of the company’s stock valued at $1,583,000 after purchasing an additional 270 shares during the period. Parallel Advisors LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 49.9% in the first quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock valued at $51,000 after purchasing an additional 270 shares during the period. Brookstone Capital Management grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 7.6% in the first quarter. Brookstone Capital Management now owns 3,949 shares of the company’s stock valued at $247,000 after purchasing an additional 279 shares in the last quarter. Finally, Janney Montgomery Scott LLC increased its stake in Dimensional U.S. Targeted Value ETF by 2.5% during the 1st quarter. Janney Montgomery Scott LLC now owns 12,126 shares of the company’s stock worth $757,000 after buying an additional 293 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Up 0.5%

DFAT traded up $0.34 during trading hours on Tuesday, hitting $67.76. 304,448 shares of the company’s stock were exchanged, compared to its average volume of 337,934. The firm has a market cap of $13.95 billion, a P/E ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 12-month low of $55.12 and a 12-month high of $72.81. The firm has a 50 day moving average of $70.07 and a 200 day moving average of $68.36.

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.