Lodestone Wealth Management LLC Grows Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Lodestone Wealth Management LLC increased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 19.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 14,967 shares of the company’s stock after buying an additional 2,392 shares during the period. Lodestone Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $833,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in DFAT. SYM FINANCIAL Corp purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth approximately $30,000. Iron Horse Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $32,000. Truvestments Capital LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $40,000. Legacy Investment Solutions LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $46,000. Finally, Howe & Rusling Inc. purchased a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $61,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.2 %

Shares of Dimensional U.S. Targeted Value ETF stock opened at $56.97 on Friday. The firm has a market capitalization of $10.55 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 52 week low of $50.16 and a 52 week high of $61.75. The firm’s 50 day moving average is $56.86 and its two-hundred day moving average is $56.18.

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.