Olistico Wealth LLC Acquires 11,274 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Olistico Wealth LLC raised its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 85.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 24,495 shares of the company’s stock after purchasing an additional 11,274 shares during the period. Olistico Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,458,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in DFAT. Brighton Jones LLC grew its position in Dimensional U.S. Targeted Value ETF by 22.3% during the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after buying an additional 3,799 shares in the last quarter. Goldman Sachs Group Inc. acquired a new position in Dimensional U.S. Targeted Value ETF in the 1st quarter valued at $1,376,000. JPMorgan Chase & Co. raised its holdings in Dimensional U.S. Targeted Value ETF by 5.7% in the 2nd quarter. JPMorgan Chase & Co. now owns 536,252 shares of the company’s stock valued at $28,936,000 after acquiring an additional 29,153 shares in the last quarter. Global Retirement Partners LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter valued at $248,000. Finally, Northwestern Mutual Wealth Management Co. grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 24.1% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 141,448 shares of the company’s stock worth $7,633,000 after purchasing an additional 27,511 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT opened at $62.69 on Thursday. The stock has a market capitalization of $12.81 billion, a P/E ratio of 12.39 and a beta of 1.04. The stock’s fifty day moving average is $64.00 and its 200 day moving average is $60.61. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $67.46.

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.