Significant Wealth Partners LLC Makes New Investment in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Significant Wealth Partners LLC acquired a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 4,611 shares of the company’s stock, valued at approximately $251,000.

Other large investors also recently modified their holdings of the company. Corient Private Wealth LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the 4th quarter. Corient Private Wealth LLC now owns 2,748,722 shares of the company’s stock valued at $143,841,000 after acquiring an additional 10,299 shares during the period. Fortress Wealth Management Inc. raised its holdings in Dimensional U.S. Targeted Value ETF by 33.4% in the 4th quarter. Fortress Wealth Management Inc. now owns 26,701 shares of the company’s stock worth $1,397,000 after purchasing an additional 6,687 shares during the period. Pioneer Wealth Management Group raised its holdings in 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 purchasing an additional 21,580 shares during the period. SC&H Financial Advisors Inc. raised its holdings in 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 purchasing an additional 433 shares during the period. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in Dimensional U.S. Targeted Value ETF by 1.7% in the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 848,654 shares of the company’s stock worth $44,410,000 after purchasing an additional 14,586 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Up 1.7 %

Dimensional U.S. Targeted Value ETF stock traded up $0.90 during trading on Monday, reaching $54.65. The company had a trading volume of 171,081 shares, compared to its average volume of 243,309. Dimensional U.S. Targeted Value ETF has a 52 week low of $42.53 and a 52 week high of $54.92. The firm’s 50-day simple moving average is $52.53 and its 200 day simple moving average is $51.98. The firm has a market capitalization of $10.12 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12.

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.