Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Acquired by Grand Wealth Management LLC

Grand Wealth Management LLC lifted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,278 shares of the company’s stock after purchasing an additional 281 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises about 0.6% of Grand Wealth Management LLC’s portfolio, making the stock its 21st biggest position. Grand Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,017,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DFAT. Pure Financial Advisors LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 12.9% in the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock worth $223,579,000 after acquiring an additional 458,509 shares in the last quarter. Jackson Thornton Wealth Management LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 3.3% in the 4th quarter. Jackson Thornton Wealth Management LLC now owns 2,954,177 shares of the company’s stock worth $164,430,000 after purchasing an additional 95,256 shares in the last quarter. Asset Dedication LLC grew its position in Dimensional U.S. Targeted Value ETF by 4.2% during the 4th quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock worth $127,159,000 after purchasing an additional 91,246 shares during the last quarter. EP Wealth Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 18.5% during the 3rd quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock valued at $102,841,000 after purchasing an additional 288,340 shares in the last quarter. Finally, Abacus Wealth Partners LLC increased its stake in Dimensional U.S. Targeted Value ETF by 11.1% during the 4th quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock valued at $73,588,000 after purchasing an additional 132,428 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 1.5 %

NYSEARCA:DFAT opened at $52.46 on Thursday. The firm has a fifty day simple moving average of $54.62 and a 200-day simple moving average of $56.06. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.16 and a 12 month high of $61.75. The company has a market capitalization of $10.24 billion, a P/E ratio of 13.05 and a beta of 1.05.

Dimensional U.S. Targeted Value ETF Announces Dividend

The company also recently declared a dividend, which was paid on Thursday, March 27th. Shareholders of record on Tuesday, March 25th were paid a dividend of $0.1614 per share. The ex-dividend date of this dividend was Tuesday, March 25th.

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.