AG Asset Advisory LLC Boosts Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

AG Asset Advisory LLC increased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 31.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 45,933 shares of the company’s stock after buying an additional 11,064 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 2.3% of AG Asset Advisory LLC’s holdings, making the stock its 6th biggest holding. AG Asset Advisory LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,735,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. CoreFirst Bank & Trust bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $26,000. CIBC Private Wealth Group LLC increased its stake in Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares in the last quarter. IAG Wealth Partners LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 350.8% during the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock valued at $50,000 after purchasing an additional 663 shares during the period. Optima Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $60,000. Finally, JPL Wealth Management LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $74,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $67.12 on Monday. The business has a 50-day simple moving average of $65.72 and a 200 day simple moving average of $63.40. Dimensional U.S. Targeted Value ETF has a one year low of $52.27 and a one year high of $68.05. The firm has a market capitalization of $13.68 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97.

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.