Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Acquired by Mason Investment Advisory Services Inc.

Mason Investment Advisory Services Inc. grew its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 118,750 shares of the company’s stock after buying an additional 297 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 0.4% of Mason Investment Advisory Services Inc.’s portfolio, making the stock its 11th largest holding. Mason Investment Advisory Services Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $6,610,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Valmark Advisers Inc. lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.8% in the 4th quarter. Valmark Advisers Inc. now owns 6,855 shares of the company’s stock valued at $382,000 after buying an additional 184 shares during the period. Clear Creek Financial Management LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 2.0% in the 3rd quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock worth $561,000 after purchasing an additional 200 shares during the period. tru Independence LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 5.1% in the 3rd quarter. tru Independence LLC now owns 4,494 shares of the company’s stock worth $250,000 after purchasing an additional 217 shares during the period. LJI Wealth Management LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 0.4% in the 4th quarter. LJI Wealth Management LLC now owns 56,245 shares of the company’s stock worth $3,131,000 after purchasing an additional 242 shares during the period. Finally, Stone Point Wealth LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 2.8% in the 3rd quarter. Stone Point Wealth LLC now owns 11,474 shares of the company’s stock worth $638,000 after purchasing an additional 313 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 2.5 %

NYSEARCA DFAT opened at $53.39 on Tuesday. The stock has a market capitalization of $10.44 billion, a price-to-earnings ratio of 13.23 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a twelve month low of $50.16 and a twelve month high of $61.75. The stock has a 50-day moving average of $56.40 and a 200 day moving average of $56.39.

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.