Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Position Lifted by Sensible Money LLC

Sensible Money LLC raised its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.8% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 792,038 shares of the company’s stock after purchasing an additional 43,161 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 19.3% of Sensible Money LLC’s holdings, making the stock its 2nd largest position. Sensible Money LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $44,085,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. JPMorgan Chase & Co. raised its position in Dimensional U.S. Targeted Value ETF by 13.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 259,750 shares of the company’s stock valued at $14,450,000 after purchasing an additional 30,351 shares during the last quarter. FMR LLC increased its stake in Dimensional U.S. Targeted Value ETF by 12.6% in the third quarter. FMR LLC now owns 20,950 shares of the company’s stock valued at $1,165,000 after purchasing an additional 2,349 shares during the period. Summit Trail Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 24.5% in the third quarter. Summit Trail Advisors LLC now owns 17,382 shares of the company’s stock valued at $967,000 after buying an additional 3,424 shares during the last quarter. SC&H Financial Advisors Inc. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 3.8% during the third quarter. SC&H Financial Advisors Inc. now owns 75,063 shares of the company’s stock worth $4,176,000 after buying an additional 2,735 shares during the period. Finally, International Assets Investment Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at approximately $6,259,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $56.93 on Monday. The business has a 50 day simple moving average of $57.18 and a 200-day simple moving average of $56.16. Dimensional U.S. Targeted Value ETF has a 12 month low of $49.73 and a 12 month high of $61.75. The stock has a market capitalization of $10.54 billion, a PE 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.