Dimensional U.S. Targeted Value ETF $DFAT Shares Bought by Long Island Wealth Management Inc.

Long Island Wealth Management Inc. lifted its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 29.6% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 33,606 shares of the company’s stock after acquiring an additional 7,682 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 1.0% of Long Island Wealth Management Inc.’s portfolio, making the stock its 24th biggest holding. Long Island Wealth Management Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,099,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of DFAT. Brighton Jones LLC grew its position in 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 worth $1,158,000 after purchasing an additional 3,799 shares during the last quarter. Goldman Sachs Group Inc. bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the first quarter valued at approximately $1,376,000. NewEdge Advisors LLC raised its holdings in shares of 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 buying an additional 1,393 shares during the last quarter. Sei Investments Co. bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the second quarter valued at approximately $703,000. Finally, Main Street Financial Solutions LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% during the second quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock worth $2,264,000 after buying an additional 576 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT opened at $69.60 on Friday. Dimensional U.S. Targeted Value ETF has a 12 month low of $52.83 and a 12 month high of $70.25. The stock has a market cap of $14.18 billion, a P/E ratio of 12.39 and a beta of 0.97. The stock’s 50 day moving average price is $67.19 and its 200 day moving average price is $64.43.

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.