Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Purchased by Mason Investment Advisory Services Inc.

Mason Investment Advisory Services Inc. increased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 118,750 shares of the company’s stock after purchasing an additional 297 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 0.4% of Mason Investment Advisory Services Inc.’s holdings, making the stock its 11th biggest position. Mason Investment Advisory Services Inc. owned approximately 0.06% of Dimensional U.S. Targeted Value ETF worth $6,610,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of DFAT. Steward Partners Investment Advisory LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 11.4% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 28,650 shares of the company’s stock valued at $1,595,000 after buying an additional 2,940 shares in the last quarter. Bedel Financial Consulting Inc. boosted its stake in Dimensional U.S. Targeted Value ETF by 1.7% in the 4th quarter. Bedel Financial Consulting Inc. now owns 28,382 shares of the company’s stock worth $1,635,000 after buying an additional 472 shares during the last quarter. Scratch Capital LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth about $10,667,000. Kelly Financial Group LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $13,246,000. Finally, Mission Wealth Management LP lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 382.7% in the 4th quarter. Mission Wealth Management LP now owns 110,432 shares of the company’s stock valued at $6,147,000 after purchasing an additional 87,555 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA DFAT opened at $53.39 on Tuesday. The business’s 50-day simple moving average is $56.40 and its 200-day simple moving average is $56.39. The firm has a market capitalization of $10.44 billion, a P/E ratio of 13.23 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a 1-year low of $50.16 and a 1-year high of $61.75.

About Dimensional U.S. Targeted Value ETF

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.