Discipline Wealth Solutions LLC Takes $717,000 Position in Dimensional U.S. Targeted Value ETF $DFAT

Discipline Wealth Solutions LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 12,314 shares of the company’s stock, valued at approximately $717,000.

A number of other hedge funds have also recently added to or reduced their stakes in DFAT. TFO Wealth Partners LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 6.6% during the second quarter. TFO Wealth Partners LLC now owns 382,974 shares of the company’s stock valued at $20,665,000 after purchasing an additional 23,648 shares during the last quarter. Stone Summit Wealth LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 28.8% in the 2nd quarter. Stone Summit Wealth LLC now owns 14,815 shares of the company’s stock worth $799,000 after purchasing an additional 3,315 shares during the last quarter. Clune & Associates LTD. boosted its position in Dimensional U.S. Targeted Value ETF by 10.1% during the 2nd quarter. Clune & Associates LTD. now owns 75,964 shares of the company’s stock valued at $4,099,000 after purchasing an additional 6,973 shares during the period. Pioneer Wealth Management Group grew its stake in Dimensional U.S. Targeted Value ETF by 12.6% during the 3rd quarter. Pioneer Wealth Management Group now owns 136,337 shares of the company’s stock worth $7,936,000 after buying an additional 15,214 shares during the last quarter. Finally, Willow Creek Wealth Management Inc. grew its stake in Dimensional U.S. Targeted Value ETF by 3.4% during the 2nd quarter. Willow Creek Wealth Management Inc. now owns 2,099,217 shares of the company’s stock worth $113,274,000 after buying an additional 69,450 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT opened at $59.54 on Friday. The firm has a market capitalization of $11.88 billion, a PE ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $61.77. The business’s fifty day moving average price is $58.65 and its two-hundred day moving average price is $57.36.

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.