Mission Wealth Management LP grew its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 42.8% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 192,093 shares of the company’s stock after buying an additional 57,570 shares during the quarter. Mission Wealth Management LP’s holdings in Dimensional U.S. Targeted Value ETF were worth $11,437,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Accurate Wealth Management LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 3.0% in the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock valued at $439,000 after buying an additional 202 shares during the period. Mutual Advisors LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the 4th quarter. Mutual Advisors LLC now owns 37,208 shares of the company’s stock valued at $2,215,000 after buying an additional 224 shares during the period. Brookwood Investment Group LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 4.6% in the 4th quarter. Brookwood Investment Group LLC now owns 5,304 shares of the company’s stock valued at $316,000 after buying an additional 232 shares during the period. CIBC Private Wealth Group LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 59.0% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after buying an additional 243 shares during the period. Finally, CreativeOne Wealth LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 2.9% in the 3rd quarter. CreativeOne Wealth LLC now owns 8,757 shares of the company’s stock valued at $510,000 after buying an additional 245 shares during the period.
Dimensional U.S. Targeted Value ETF Stock Performance
Shares of DFAT opened at $65.32 on Monday. The stock has a 50-day simple moving average of $64.17 and a 200-day simple moving average of $62.35. The stock 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.
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.
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