827,086 Shares of Dimensional U.S. Targeted Value ETF $DFAT Bought by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC acquired a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 3rd quarter, Holdings Channel reports. The institutional investor acquired 827,086 shares of the company’s stock, valued at approximately $54,952,000. Dimensional U.S. Targeted Value ETF accounts for approximately 1.6% of Joel Isaacson & Co. LLC’s portfolio, making the stock its 15th largest holding.

A number of other institutional investors have also recently bought and sold shares of the business. Independence Bank of Kentucky acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $30,000. Parallel Advisors LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 49.9% during 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. Farmers & Merchants Investments Inc. bought a new position in shares of Dimensional U.S. Targeted Value ETF during the third quarter worth approximately $61,000. Avion Wealth bought a new position in shares of Dimensional U.S. Targeted Value ETF during the third quarter worth approximately $70,000. Finally, Next Level Wealth Planning LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $116,000.

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

NYSEARCA DFAT opened at $70.51 on Thursday. The company has a market cap of $14.74 billion, a price-to-earnings ratio of 12.87 and a beta of 0.98. The company has a 50 day moving average of $68.98 and a 200-day moving average of $67.59. Dimensional U.S. Targeted Value ETF has a 1-year low of $55.12 and a 1-year high of $72.81.

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.