Axxcess Wealth Management LLC increased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 353.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 266,694 shares of the company’s stock after purchasing an additional 207,895 shares during the period. Axxcess Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $15,879,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC increased its position in Dimensional U.S. Targeted Value ETF by 22.3% during the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after purchasing an additional 3,799 shares during the period. Goldman Sachs Group Inc. acquired a new position in Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $1,376,000. NewEdge Advisors LLC increased its position in Dimensional U.S. Targeted Value ETF by 1.4% during the 2nd quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock worth $5,347,000 after purchasing an additional 1,393 shares during the period. Sei Investments Co. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $703,000. Finally, Main Street Financial Solutions LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock worth $2,264,000 after acquiring an additional 576 shares during the period.
Dimensional U.S. Targeted Value ETF Price Performance
DFAT opened at $66.95 on Friday. The stock’s 50 day simple moving average is $64.52 and its 200 day simple moving average is $62.62. The stock has a market cap of $13.64 billion, a P/E 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.
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.
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