Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) is Disciplined Investments LLC’s 7th Largest Position

Disciplined Investments LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 107,755 shares of the company’s stock after buying an additional 6,655 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 3.0% of Disciplined Investments LLC’s portfolio, making the stock its 7th largest position. Disciplined Investments LLC owned about 0.06% of Dimensional U.S. Targeted Value ETF worth $5,589,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in DFAT. Global Trust Asset Management LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 2.0% during the first quarter. Global Trust Asset Management LLC now owns 10,382 shares of the company’s stock valued at $565,000 after acquiring an additional 200 shares during the last quarter. EverSource Wealth Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF by 0.5% in the fourth quarter. EverSource Wealth Advisors LLC now owns 54,892 shares of the company’s stock worth $2,872,000 after buying an additional 266 shares in the last quarter. Investmark Advisory Group LLC raised its stake in Dimensional U.S. Targeted Value ETF by 0.8% in the first quarter. Investmark Advisory Group LLC now owns 37,330 shares of the company’s stock worth $2,032,000 after buying an additional 279 shares in the last quarter. Lam Group Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 0.9% in the first quarter. Lam Group Inc. now owns 32,010 shares of the company’s stock worth $1,742,000 after buying an additional 301 shares in the last quarter. Finally, Tranquility Partners LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 7.9% during the first quarter. Tranquility Partners LLC now owns 4,596 shares of the company’s stock valued at $250,000 after purchasing an additional 338 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT opened at $54.73 on Wednesday. The company has a 50 day simple moving average of $54.22 and a two-hundred day simple moving average of $53.04. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $42.53 and a fifty-two week high of $58.09. The company has a market capitalization 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.