Mason Investment Advisory Services Inc. boosted its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 0.2% in the third quarter, Holdings Channel reports. The fund owned 118,453 shares of the company’s stock after purchasing an additional 267 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 0.4% of Mason Investment Advisory Services Inc.’s portfolio, making the stock its 10th biggest position. Mason Investment Advisory Services Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $6,590,000 as of its most recent SEC filing.
A number of other hedge funds also recently added to or reduced their stakes in the stock. Fortress Wealth Management Inc. lifted its position in Dimensional U.S. Targeted Value ETF by 0.5% during the 3rd quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock worth $2,009,000 after acquiring an additional 193 shares during the period. Clear Creek Financial Management LLC lifted its position in Dimensional U.S. Targeted Value ETF by 2.0% during the 3rd quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock worth $561,000 after acquiring an additional 200 shares during the period. Brookstone Capital Management lifted its position in Dimensional U.S. Targeted Value ETF by 5.2% during the 3rd quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock worth $227,000 after acquiring an additional 202 shares during the period. Foundations Investment Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 4.3% during the 3rd quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock worth $280,000 after acquiring an additional 209 shares during the period. Finally, tru Independence LLC lifted its position in Dimensional U.S. Targeted Value ETF by 5.1% during the 3rd quarter. tru Independence LLC now owns 4,494 shares of the company’s stock worth $250,000 after acquiring an additional 217 shares during the period.
Dimensional U.S. Targeted Value ETF Trading Up 1.6 %
Shares of DFAT stock opened at $60.18 on Friday. The company has a market cap of $11.14 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The stock has a 50 day simple moving average of $56.24 and a 200-day simple moving average of $54.37. Dimensional U.S. Targeted Value ETF has a 12-month low of $46.36 and a 12-month high of $60.41.
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.
See Also
- Five stocks we like better than Dimensional U.S. Targeted Value ETF
- The 3 Best Retail Stocks to Shop for in August
- Tesla Investors Continue to Profit From the Trump Trade
- Earnings Per Share Calculator: How to Calculate EPS
- MicroStrategy’s Stock Dip vs. Coinbase’s Potential Rally
- Quiet Period Expirations Explained
- Netflix Ventures Into Live Sports, Driving Stock Momentum
Want to see what other hedge funds are holding DFAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report).
Receive News & Ratings for Dimensional U.S. Targeted Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional U.S. Targeted Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.