Mokosak Advisory Group LLC Purchases New Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Mokosak Advisory Group LLC purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 4,099 shares of the company’s stock, valued at approximately $215,000. Dimensional U.S. Targeted Value ETF makes up 0.1% of Mokosak Advisory Group LLC’s holdings, making the stock its 26th biggest holding.

Other institutional investors have also recently modified their holdings of the company. Pioneer Wealth Management Group boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 59.9% in the fourth quarter. Pioneer Wealth Management Group now owns 57,606 shares of the company’s stock valued at $3,015,000 after buying an additional 21,580 shares in the last quarter. Cook Wealth Management Group LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $10,661,000. Confluence Wealth Services Inc. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 131.7% in the fourth quarter. Confluence Wealth Services Inc. now owns 137,110 shares of the company’s stock valued at $7,175,000 after buying an additional 77,924 shares in the last quarter. Brookstone Capital Management purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $240,000. Finally, HB Wealth Management LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 7.2% in the fourth quarter. HB Wealth Management LLC now owns 13,051 shares of the company’s stock valued at $683,000 after buying an additional 878 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT traded up $0.15 during trading on Thursday, reaching $50.33. 486,108 shares of the stock were exchanged, compared to its average volume of 254,944. The business’s 50 day moving average price is $52.14 and its two-hundred day moving average price is $49.47. The company has a market capitalization of $8.97 billion, a price-to-earnings ratio of 8.69 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.

Dimensional U.S. Targeted Value ETF 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.