Disciplined Equity Management Inc. Has $17.39 Million Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Disciplined Equity Management Inc. raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.2% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 332,324 shares of the company’s stock after acquiring an additional 13,440 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 11.9% of Disciplined Equity Management Inc.’s holdings, making the stock its 3rd biggest position. Disciplined Equity Management Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $17,391,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of DFAT. Pioneer Wealth Management Group grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.9% in the 4th quarter. Pioneer Wealth Management Group now owns 57,606 shares of the company’s stock worth $3,015,000 after acquiring an additional 21,580 shares during the last quarter. SC&H Financial Advisors Inc. grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the 4th quarter. SC&H Financial Advisors Inc. now owns 67,509 shares of the company’s stock worth $3,533,000 after acquiring an additional 433 shares during the last quarter. Cook Wealth Management Group LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth $10,661,000. Confluence Wealth Services Inc. grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 131.7% in the 4th quarter. Confluence Wealth Services Inc. now owns 137,110 shares of the company’s stock worth $7,175,000 after acquiring an additional 77,924 shares during the last quarter. Finally, Brookstone Capital Management acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth $240,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock traded up $0.01 on Wednesday, reaching $52.01. 206,771 shares of the company’s stock traded hands, compared to its average volume of 253,359. Dimensional U.S. Targeted Value ETF has a 12-month low of $41.16 and a 12-month high of $54.64. The company has a market capitalization of $9.62 billion, a P/E ratio of 9.58 and a beta of 0.94. The business’s 50 day moving average price is $52.17 and its two-hundred day moving average price 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.