Disciplined Equity Management Inc. Purchases 13,440 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Disciplined Equity Management Inc. grew its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 332,324 shares of the company’s stock after purchasing an additional 13,440 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 11.9% of Disciplined Equity Management Inc.’s holdings, making the stock its 3rd largest holding. Disciplined Equity Management Inc. owned about 0.19% of Dimensional U.S. Targeted Value ETF worth $17,391,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in DFAT. Truvestments Capital LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at $46,000. Castleview Partners LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at $51,000. Trifecta Capital Advisors LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 281.8% in the fourth quarter. Trifecta Capital Advisors LLC now owns 1,512 shares of the company’s stock valued at $79,000 after acquiring an additional 1,116 shares in the last quarter. Jones Financial Companies Lllp raised its stake in shares of Dimensional U.S. Targeted Value ETF by 49.6% in the third quarter. Jones Financial Companies Lllp now owns 2,145 shares of the company’s stock valued at $98,000 after acquiring an additional 711 shares in the last quarter. Finally, Global Retirement Partners LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 11.4% in the third quarter. Global Retirement Partners LLC now owns 2,310 shares of the company’s stock valued at $102,000 after acquiring an additional 237 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT traded up $0.01 during mid-day trading on Wednesday, hitting $52.01. The company had a trading volume of 206,771 shares, compared to its average volume of 253,359. The company has a market capitalization of $9.62 billion, a PE ratio of 9.58 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a 1-year low of $41.16 and a 1-year high of $54.64. The business’s 50-day simple moving average is $52.17 and its 200 day simple moving average is $49.71.

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.