Stevens Capital Partners Makes New Investment in Dimensional U.S. Targeted Value ETF $DFAT

Stevens Capital Partners bought a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 1st quarter, according to the company in its most recent filing with the SEC. The fund bought 7,853 shares of the company’s stock, valued at approximately $490,000.

A number of other large investors also recently made changes to their positions in the stock. Fortitude Family Office LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 14.3% in the fourth quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock valued at $4,100,000 after buying an additional 8,603 shares during the period. OLIO Financial Planning grew its position in shares of Dimensional U.S. Targeted Value ETF by 7.1% during the 4th quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock worth $13,479,000 after buying an additional 14,980 shares during the period. Farther Finance Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 55.3% in the 4th quarter. Farther Finance Advisors LLC now owns 226,694 shares of the company’s stock valued at $13,497,000 after acquiring an additional 80,754 shares during the last quarter. Master S Wealth Management Inc. increased its stake in shares of Dimensional U.S. Targeted Value ETF by 9.3% in the 4th quarter. Master S Wealth Management Inc. now owns 362,045 shares of the company’s stock valued at $21,556,000 after acquiring an additional 30,810 shares during the last quarter. Finally, Disciplined Equity Management Inc. increased its stake in shares of Dimensional U.S. Targeted Value ETF by 2.8% in the 4th quarter. Disciplined Equity Management Inc. now owns 417,953 shares of the company’s stock valued at $24,885,000 after acquiring an additional 11,352 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $69.58 on Friday. The firm’s 50 day simple moving average is $67.58 and its 200 day simple moving average is $64.76. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $52.83 and a fifty-two week high of $70.43. The company has a market capitalization of $14.24 billion, a price-to-earnings ratio of 12.39 and a beta of 0.96.

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.