Dimensional U.S. Targeted Value ETF $DFAT Position Lifted by Richard Young Associates Ltd.

Richard Young Associates Ltd. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 594,920 shares of the company’s stock after purchasing an additional 36,291 shares during the period. Dimensional U.S. Targeted Value ETF comprises 25.6% of Richard Young Associates Ltd.’s portfolio, making the stock its 2nd biggest holding. Richard Young Associates Ltd.’s holdings in Dimensional U.S. Targeted Value ETF were worth $39,526,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Independence Bank of Kentucky bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at approximately $30,000. Parallel Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 49.9% in the 1st quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock worth $51,000 after buying an additional 270 shares in the last quarter. Farmers & Merchants Investments Inc. acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $61,000. Next Level Wealth Planning LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $116,000. Finally, BankChampaign National Association bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $129,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $68.68 on Friday. The company has a market capitalization of $14.16 billion, a PE ratio of 12.39 and a beta of 0.98. Dimensional U.S. Targeted Value ETF has a one year low of $55.12 and a one year high of $72.81. The business has a 50 day simple moving average of $69.01 and a 200 day simple moving average of $67.49.

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.