Disciplined Investments LLC Grows Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Disciplined Investments LLC grew its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 107,755 shares of the company’s stock after acquiring an additional 6,655 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 3.0% of Disciplined Investments LLC’s portfolio, making the stock its 7th largest holding. Disciplined Investments LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,589,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Thurston Springer Miller Herd & Titak Inc. bought a new stake in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at $28,000. Bbjs Financial Advisors LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth about $30,000. WealthShield Partners LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 134.2% during the 2nd quarter. WealthShield Partners LLC now owns 712 shares of the company’s stock worth $37,000 after purchasing an additional 408 shares during the period. Innealta Capital LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $46,000. Finally, EdgeRock Capital LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $109,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $54.73 on Wednesday. The firm has a 50-day moving average of $54.22 and a two-hundred day moving average of $53.04. Dimensional U.S. Targeted Value ETF has a 1 year low of $42.53 and a 1 year high of $58.09. The stock has a market cap of $10.13 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.