Capstone Wealth Management Inc. Buys New Shares in Dimensional U.S. Targeted Value ETF $DFAT

Capstone Wealth Management Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 100,194 shares of the company’s stock, valued at approximately $5,970,000. Dimensional U.S. Targeted Value ETF comprises 5.2% of Capstone Wealth Management Inc.’s holdings, making the stock its 4th largest holding.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings 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 acquiring an additional 3,799 shares in the last quarter. Goldman Sachs Group Inc. bought a new stake in Dimensional U.S. Targeted Value ETF during the first quarter worth about $1,376,000. NewEdge Advisors LLC boosted its position in Dimensional U.S. Targeted Value ETF by 1.4% during the second quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock valued at $5,347,000 after purchasing an additional 1,393 shares during the last quarter. Sei Investments Co. acquired a new position in Dimensional U.S. Targeted Value ETF during the second quarter valued at approximately $703,000. Finally, Main Street Financial Solutions LLC grew its stake in Dimensional U.S. Targeted Value ETF by 1.4% in the second quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock valued at $2,264,000 after purchasing an additional 576 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.8%

DFAT stock opened at $68.48 on Friday. The company has a market cap of $13.96 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a twelve month low of $52.27 and a twelve month high of $70.25. The business has a 50 day moving average price of $66.80 and a two-hundred day moving average price of $64.10.

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.