553,710 Shares in Dimensional U.S. Targeted Value ETF $DFAT Acquired by Richard Young Associates Ltd.

Richard Young Associates Ltd. bought a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 553,710 shares of the company’s stock, valued at approximately $32,968,000. Dimensional U.S. Targeted Value ETF comprises about 25.7% of Richard Young Associates Ltd.’s portfolio, making the stock its biggest holding. Richard Young Associates Ltd. owned about 0.27% of Dimensional U.S. Targeted Value ETF as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Accurate Wealth Management LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 3.0% during the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after acquiring an additional 202 shares during the last quarter. Mutual Advisors LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the 4th quarter. Mutual Advisors LLC now owns 37,208 shares of the company’s stock worth $2,215,000 after acquiring an additional 224 shares during the last quarter. Brookwood Investment Group LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.6% during the 4th quarter. Brookwood Investment Group LLC now owns 5,304 shares of the company’s stock worth $316,000 after acquiring an additional 232 shares during the last quarter. CIBC Private Wealth Group LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after acquiring an additional 243 shares during the last quarter. Finally, CreativeOne Wealth LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.9% during the 3rd quarter. CreativeOne Wealth LLC now owns 8,757 shares of the company’s stock worth $510,000 after acquiring an additional 245 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 1.4%

DFAT stock opened at $65.32 on Friday. The firm has a market capitalization of $13.31 billion, a PE ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 1-year low of $50.75 and a 1-year high of $67.94. The business’s 50 day simple moving average is $64.17 and its 200 day simple moving average is $62.32.

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.