Curio Wealth LLC Invests $3.24 Million in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Curio Wealth LLC bought a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 58,137 shares of the company’s stock, valued at approximately $3,236,000. Dimensional U.S. Targeted Value ETF makes up about 1.7% of Curio Wealth LLC’s investment portfolio, making the stock its 12th biggest position.

A number of other large investors have also recently added to or reduced their stakes in DFAT. Valmark Advisers Inc. lifted its position in shares of Dimensional U.S. Targeted Value ETF by 2.8% during the 4th quarter. Valmark Advisers Inc. now owns 6,855 shares of the company’s stock valued at $382,000 after acquiring an additional 184 shares during the last quarter. LJI Wealth Management LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. LJI Wealth Management LLC now owns 56,245 shares of the company’s stock worth $3,131,000 after purchasing an additional 242 shares during the period. Claris Advisors LLC MO lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.3% during the fourth quarter. Claris Advisors LLC MO now owns 80,881 shares of the company’s stock valued at $4,502,000 after purchasing an additional 261 shares during the last quarter. Mason Investment Advisory Services Inc. boosted its position in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the 4th quarter. Mason Investment Advisory Services Inc. now owns 118,750 shares of the company’s stock valued at $6,610,000 after purchasing an additional 297 shares during the period. Finally, Aspect Partners LLC increased its stake in Dimensional U.S. Targeted Value ETF by 151.9% in the 4th quarter. Aspect Partners LLC now owns 519 shares of the company’s stock worth $29,000 after purchasing an additional 313 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 2.5 %

DFAT stock opened at $51.68 on Monday. Dimensional U.S. Targeted Value ETF has a one year low of $50.16 and a one year high of $61.75. The firm has a 50-day moving average of $55.68 and a two-hundred day moving average of $56.21. The firm has a market capitalization of $10.11 billion, a PE ratio of 13.23 and a beta of 1.05.

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.