Evoke Wealth LLC Boosts Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Evoke Wealth LLC raised its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 29.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 15,544 shares of the company’s stock after purchasing an additional 3,503 shares during the quarter. Evoke Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $865,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in DFAT. Valmark Advisers Inc. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 2.8% in the fourth quarter. Valmark Advisers Inc. now owns 6,855 shares of the company’s stock worth $382,000 after buying an additional 184 shares during the last quarter. LJI Wealth Management LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.4% in the fourth quarter. LJI Wealth Management LLC now owns 56,245 shares of the company’s stock worth $3,131,000 after buying an additional 242 shares during the last quarter. Claris Advisors LLC MO boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the fourth quarter. Claris Advisors LLC MO now owns 80,881 shares of the company’s stock worth $4,502,000 after buying an additional 261 shares during the last quarter. Mason Investment Advisory Services Inc. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the fourth quarter. Mason Investment Advisory Services Inc. now owns 118,750 shares of the company’s stock worth $6,610,000 after buying an additional 297 shares during the last quarter. Finally, Aspect Partners LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 151.9% in the fourth quarter. Aspect Partners LLC now owns 519 shares of the company’s stock worth $29,000 after buying an additional 313 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 0.4 %

Shares of DFAT opened at $52.09 on Wednesday. The company has a market capitalization of $10.16 billion, a price-to-earnings ratio of 13.05 and a beta of 1.05. The stock’s 50-day moving average price is $55.54 and its 200-day moving average price is $56.16. Dimensional U.S. Targeted Value ETF has a 52 week low of $50.16 and a 52 week high of $61.75.

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.