55 North Private Wealth LLC Purchases Shares of 24,331 Dimensional U.S. Targeted Value ETF $DFAT

55 North Private Wealth LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 24,331 shares of the company’s stock, valued at approximately $1,449,000.

Several other institutional investors have also added to or reduced their stakes in the company. Caprock Group LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at approximately $1,748,000. Fortitude Family Office LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 14.3% in the 4th quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock valued at $4,100,000 after purchasing an additional 8,603 shares during the last quarter. Merit Financial Group LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 61.9% in the 3rd quarter. Merit Financial Group LLC now owns 40,251 shares of the company’s stock valued at $2,343,000 after purchasing an additional 15,397 shares during the last quarter. Discipline Wealth Solutions LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at approximately $717,000. Finally, OLIO Financial Planning lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 7.1% in the 4th quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock valued at $13,479,000 after purchasing an additional 14,980 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $66.23 on Monday. The firm has a market capitalization of $13.46 billion, a price-to-earnings ratio of 12.39 and a beta of 1.01. Dimensional U.S. Targeted Value ETF has a 1 year low of $46.01 and a 1 year high of $67.46. The business has a 50 day simple moving average of $63.91 and a 200-day simple moving average of $61.22.

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.