Dimensional U.S. Targeted Value ETF $DFAT Holdings Lifted by Disciplined Equity Management Inc.

Disciplined Equity Management Inc. boosted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 417,953 shares of the company’s stock after acquiring an additional 11,352 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 12.9% of Disciplined Equity Management Inc.’s investment portfolio, making the stock its 3rd biggest position. Disciplined Equity Management Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $24,885,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after purchasing an additional 3,799 shares in the last quarter. Goldman Sachs Group Inc. purchased a new position in Dimensional U.S. Targeted Value ETF in the first quarter valued at approximately $1,376,000. JPMorgan Chase & Co. raised its holdings in Dimensional U.S. Targeted Value ETF by 5.7% in the second quarter. JPMorgan Chase & Co. now owns 536,252 shares of the company’s stock valued at $28,936,000 after buying an additional 29,153 shares during the period. Global Retirement Partners LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the second quarter valued at approximately $248,000. Finally, Northwestern Mutual Wealth Management Co. lifted its position in Dimensional U.S. Targeted Value ETF by 24.1% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 141,448 shares of the company’s stock valued at $7,633,000 after buying an additional 27,511 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 1.3%

DFAT opened at $61.54 on Friday. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $67.46. The company has a 50 day moving average of $63.94 and a two-hundred day moving average of $60.66. The company has a market cap of $12.57 billion, a P/E ratio of 12.39 and a beta of 1.04.

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.