Dimensional U.S. Targeted Value ETF $DFAT Position Lifted by Disciplined Equity Management Inc.

Disciplined Equity Management Inc. increased its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 417,953 shares of the company’s stock after purchasing an additional 11,352 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 12.9% of Disciplined Equity Management Inc.’s investment portfolio, making the stock its 3rd biggest position. Disciplined Equity Management Inc. owned about 0.21% of Dimensional U.S. Targeted Value ETF worth $24,885,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. CoreFirst Bank & Trust acquired a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth about $26,000. CIBC Private Wealth Group LLC increased its stake 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 valued at $38,000 after acquiring an additional 243 shares during the last quarter. IAG Wealth Partners LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 350.8% during the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after acquiring an additional 663 shares during the period. McIlrath & Eck LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 70.7% during the 3rd quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock worth $71,000 after acquiring an additional 507 shares during the period. Finally, Retirement Wealth Solutions LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth approximately $72,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $61.54 on Friday. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $67.46. The firm has a 50 day moving average price of $63.94 and a 200 day moving average price of $60.66. The company has a market cap of $12.57 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04.

About Dimensional U.S. Targeted Value ETF

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.