LJI Wealth Management LLC Buys 43,891 Shares of Dimensional U.S. Targeted Value ETF $DFAT

LJI Wealth Management LLC raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 258.7% during the fourth quarter, HoldingsChannel.com reports. The fund owned 60,859 shares of the company’s stock after acquiring an additional 43,891 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 0.6% of LJI Wealth Management LLC’s holdings, making the stock its 21st largest position. LJI Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,624,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the stock. Earned Wealth Advisors LLC grew its stake in Dimensional U.S. Targeted Value ETF by 95.1% during the fourth quarter. Earned Wealth Advisors LLC now owns 1,457,860 shares of the company’s stock worth $86,801,000 after buying an additional 710,659 shares during the last quarter. Focus Partners Wealth grew its stake in Dimensional U.S. Targeted Value ETF by 3.8% during the third quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock worth $770,880,000 after buying an additional 485,231 shares during the last quarter. Forum Financial Management LP grew its stake in Dimensional U.S. Targeted Value ETF by 4.7% during the fourth quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock worth $607,753,000 after buying an additional 454,334 shares during the last quarter. Henrickson Nauta Wealth Advisors Inc. grew its stake in Dimensional U.S. Targeted Value ETF by 134.0% during the fourth quarter. Henrickson Nauta Wealth Advisors Inc. now owns 712,009 shares of the company’s stock worth $43,924,000 after buying an additional 407,790 shares during the last quarter. Finally, Two Sigma Investments LP bought a new stake in Dimensional U.S. Targeted Value ETF during the third quarter worth about $23,476,000.

Dimensional U.S. Targeted Value ETF Trading Up 0.5%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $67.25 on Friday. The stock has a market capitalization of $13.71 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 1-year low of $50.75 and a 1-year high of $67.94. The firm’s 50-day moving average price is $64.04 and its two-hundred day moving average price is $62.00.

Dimensional U.S. Targeted Value ETF 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.