Dimensional U.S. Targeted Value ETF $DFAT Shares Bought by Assetmark Inc.

Assetmark Inc. lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 467,017 shares of the company’s stock after buying an additional 9,585 shares during the period. Assetmark Inc. owned approximately 0.23% of Dimensional U.S. Targeted Value ETF worth $29,165,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Brighton Jones LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 22.3% during the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after purchasing an additional 3,799 shares during the period. Goldman Sachs Group Inc. purchased a new position in Dimensional U.S. Targeted Value ETF in the 1st quarter valued at about $1,376,000. NewEdge Advisors LLC boosted its position in Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock valued at $5,347,000 after buying an additional 1,393 shares during the last quarter. Sei Investments Co. purchased a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $703,000. Finally, Main Street Financial Solutions LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 1.4% during the second quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock valued at $2,264,000 after acquiring an additional 576 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $70.61 on Friday. Dimensional U.S. Targeted Value ETF has a 1-year low of $52.83 and a 1-year high of $71.39. The company has a market capitalization of $14.45 billion, a PE ratio of 12.39 and a beta of 0.97. The business has a 50-day moving average of $68.23 and a 200-day moving average of $65.44.

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.