Dimensional U.S. Targeted Value ETF $DFAT Shares Bought by Richard Young Associates Ltd.

Richard Young Associates Ltd. increased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.5% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 594,920 shares of the company’s stock after purchasing an additional 36,291 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 25.6% of Richard Young Associates Ltd.’s investment portfolio, making the stock its 2nd largest position. Richard Young Associates Ltd. owned about 0.28% of Dimensional U.S. Targeted Value ETF worth $39,526,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of DFAT. 3 Factor Indexing LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 0.5% in the second quarter. 3 Factor Indexing LLC now owns 38,183 shares of the company’s stock valued at $2,669,000 after purchasing an additional 190 shares in the last quarter. Parallel Advisors LLC lifted its position in 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 worth $51,000 after purchasing an additional 270 shares during the period. Janney Montgomery Scott LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 2.5% during the first quarter. Janney Montgomery Scott LLC now owns 12,126 shares of the company’s stock worth $757,000 after buying an additional 293 shares in the last quarter. One Day In July LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 10.3% during the third quarter. One Day In July LLC now owns 3,616 shares of the company’s stock worth $240,000 after buying an additional 339 shares in the last quarter. Finally, Ares Financial Consulting LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 0.6% during the second quarter. Ares Financial Consulting LLC now owns 71,147 shares of the company’s stock worth $4,973,000 after buying an additional 424 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $68.68 on Friday. The firm has a market capitalization of $14.16 billion, a PE ratio of 12.39 and a beta of 0.98. The company’s fifty day moving average price is $69.01 and its two-hundred day moving average price is $67.49. Dimensional U.S. Targeted Value ETF has a 52-week low of $55.12 and a 52-week high of $72.81.

Dimensional U.S. Targeted Value ETF 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.