12,351 Shares in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Acquired by Cascade Wealth Advisors Inc

Cascade Wealth Advisors Inc purchased a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 12,351 shares of the company’s stock, valued at approximately $635,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Global Trust Asset Management LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 2.0% in the 1st quarter. Global Trust Asset Management LLC now owns 10,382 shares of the company’s stock worth $565,000 after buying an additional 200 shares during the period. BetterWealth LLC boosted its position in Dimensional U.S. Targeted Value ETF by 0.3% in the 4th quarter. BetterWealth LLC now owns 76,414 shares of the company’s stock worth $3,999,000 after purchasing an additional 241 shares in the last quarter. EverSource Wealth Advisors LLC boosted its position in Dimensional U.S. Targeted Value ETF by 0.5% in the 4th quarter. EverSource Wealth Advisors LLC now owns 54,892 shares of the company’s stock worth $2,872,000 after purchasing an additional 266 shares in the last quarter. Lam Group Inc. boosted its position in Dimensional U.S. Targeted Value ETF by 0.9% in the 1st quarter. Lam Group Inc. now owns 32,010 shares of the company’s stock worth $1,742,000 after purchasing an additional 301 shares in the last quarter. Finally, Concourse Financial Group Securities Inc. boosted its position in Dimensional U.S. Targeted Value ETF by 12.1% in the 4th quarter. Concourse Financial Group Securities Inc. now owns 3,775 shares of the company’s stock worth $198,000 after purchasing an additional 406 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $51.27 on Thursday. Dimensional U.S. Targeted Value ETF has a 1 year low of $42.53 and a 1 year high of $54.64. The firm has a market capitalization of $9.49 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The business’s 50 day moving average price is $52.49 and its 200-day moving average price is $51.95.

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.