Linscomb Wealth Inc. Buys New Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Linscomb Wealth Inc. bought a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 5,020 shares of the company’s stock, valued at approximately $273,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Corient Private Wealth LLC grew its position in Dimensional U.S. Targeted Value ETF by 0.4% in the 4th quarter. Corient Private Wealth LLC now owns 2,748,722 shares of the company’s stock valued at $143,841,000 after buying an additional 10,299 shares in the last quarter. Fortress Wealth Management Inc. boosted its position in shares of Dimensional U.S. Targeted Value ETF by 33.4% during the 4th quarter. Fortress Wealth Management Inc. now owns 26,701 shares of the company’s stock valued at $1,397,000 after purchasing an additional 6,687 shares in the last quarter. SC&H Financial Advisors Inc. boosted its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the 4th quarter. SC&H Financial Advisors Inc. now owns 67,509 shares of the company’s stock valued at $3,533,000 after purchasing an additional 433 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its position in shares of Dimensional U.S. Targeted Value ETF by 1.7% during the 4th quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 848,654 shares of the company’s stock valued at $44,410,000 after purchasing an additional 14,586 shares in the last quarter. Finally, Silver Oak Securities Incorporated boosted its position in shares of Dimensional U.S. Targeted Value ETF by 78.4% during the 4th quarter. Silver Oak Securities Incorporated now owns 12,088 shares of the company’s stock valued at $633,000 after purchasing an additional 5,314 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA:DFAT traded up $0.84 during trading hours on Friday, hitting $56.79. 212,948 shares of the company’s stock traded hands, compared to its average volume of 242,045. Dimensional U.S. Targeted Value ETF has a 52 week low of $42.53 and a 52 week high of $56.89. The company’s fifty day simple moving average is $52.91 and its two-hundred day simple moving average is $52.26. The company has a market cap of $10.51 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12.

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.