Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Acquired by Lam Group Inc.

Lam Group Inc. lifted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATFree Report) by 0.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,010 shares of the company’s stock after acquiring an additional 301 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 1.4% of Lam Group Inc.’s holdings, making the stock its 22nd largest position. Lam Group Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,742,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the company. Creative Planning lifted its holdings in Dimensional U.S. Targeted Value ETF by 4.1% in the 4th quarter. Creative Planning now owns 13,638,740 shares of the company’s stock valued at $713,715,000 after purchasing an additional 534,891 shares in the last quarter. Forum Financial Management LP grew its stake in Dimensional U.S. Targeted Value ETF by 2.5% during the 4th quarter. Forum Financial Management LP now owns 9,168,412 shares of the company’s stock valued at $479,783,000 after acquiring an additional 219,728 shares in the last quarter. Savant Capital LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 6.4% in the 4th quarter. Savant Capital LLC now owns 5,433,256 shares of the company’s stock valued at $284,322,000 after acquiring an additional 325,154 shares during the last quarter. Corient Private Wealth LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 0.4% in the 4th quarter. Corient Private Wealth LLC now owns 2,748,722 shares of the company’s stock valued at $143,841,000 after acquiring an additional 10,299 shares during the last quarter. Finally, Envestnet Asset Management Inc. lifted its stake in Dimensional U.S. Targeted Value ETF by 0.5% in the 4th quarter. Envestnet Asset Management Inc. now owns 2,710,003 shares of the company’s stock worth $141,814,000 after purchasing an additional 12,361 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock traded up $0.16 during trading hours on Wednesday, reaching $51.42. The company had a trading volume of 409,382 shares, compared to its average volume of 240,193. Dimensional U.S. Targeted Value ETF has a 12-month low of $42.53 and a 12-month high of $54.64. The company has a market capitalization of $9.52 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The stock has a fifty day moving average of $52.47 and a 200-day moving average of $51.85.

About Dimensional U.S. Targeted Value ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

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