Dimensional U.S. Targeted Value ETF $DFAT Shares Acquired by Pioneer Wealth Management Group

Pioneer Wealth Management Group boosted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.1% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 166,160 shares of the company’s stock after purchasing an additional 12,427 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 2.8% of Pioneer Wealth Management Group’s portfolio, making the stock its 9th largest position. Pioneer Wealth Management Group owned 0.08% of Dimensional U.S. Targeted Value ETF worth $11,615,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Master S Wealth Management Inc. raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 9.3% in the 4th quarter. Master S Wealth Management Inc. now owns 362,045 shares of the company’s stock valued at $21,556,000 after purchasing an additional 30,810 shares in the last quarter. Farther Finance Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 55.3% in the 4th quarter. Farther Finance Advisors LLC now owns 226,694 shares of the company’s stock valued at $13,497,000 after buying an additional 80,754 shares during the last quarter. Sanctuary Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF by 59.6% during the 4th quarter. Sanctuary Advisors LLC now owns 51,457 shares of the company’s stock worth $3,064,000 after acquiring an additional 19,207 shares in the last quarter. Legacy Financial Advisors Inc. lifted its position in Dimensional U.S. Targeted Value ETF by 60.9% in the fourth quarter. Legacy Financial Advisors Inc. now owns 21,305 shares of the company’s stock valued at $1,269,000 after acquiring an additional 8,067 shares during the last quarter. Finally, 55 North Private Wealth LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter valued at $1,449,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $72.02 on Thursday. The stock’s 50-day moving average is $69.42 and its two-hundred day moving average is $66.35. Dimensional U.S. Targeted Value ETF has a 1 year low of $54.11 and a 1 year high of $72.80. The firm has a market cap of $14.74 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97.

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.