553,710 Shares in Dimensional U.S. Targeted Value ETF $DFAT Acquired by Richard Young Associates Ltd.

Richard Young Associates Ltd. bought a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 553,710 shares of the company’s stock, valued at approximately $32,968,000. Dimensional U.S. Targeted Value ETF accounts for about 25.7% of Richard Young Associates Ltd.’s investment portfolio, making the stock its largest position.

Several other large investors have also added to or reduced their stakes in the business. Focus Partners Wealth grew its stake in Dimensional U.S. Targeted Value ETF by 3.8% during the third quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock worth $770,880,000 after purchasing an additional 485,231 shares during the period. Forum Financial Management LP grew its stake in Dimensional U.S. Targeted Value ETF by 4.7% during the fourth quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock worth $607,753,000 after purchasing an additional 454,334 shares during the period. Pure Financial Advisors LLC grew its stake in Dimensional U.S. Targeted Value ETF by 7.5% during the fourth quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock worth $317,373,000 after purchasing an additional 371,114 shares during the period. Savant Capital LLC grew its stake in Dimensional U.S. Targeted Value ETF by 0.6% during the third quarter. Savant Capital LLC now owns 4,974,930 shares of the company’s stock worth $289,591,000 after purchasing an additional 29,718 shares during the period. Finally, Asset Dedication LLC grew its stake in Dimensional U.S. Targeted Value ETF by 3.5% during the fourth quarter. Asset Dedication LLC now owns 2,600,142 shares of the company’s stock worth $154,812,000 after purchasing an additional 87,070 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA DFAT opened at $65.32 on Friday. The business has a 50 day simple moving average of $64.17 and a 200 day simple moving average of $62.32. Dimensional U.S. Targeted Value ETF has a one year low of $50.75 and a one year high of $67.94. The stock has a market capitalization of $13.31 billion, a P/E ratio of 12.39 and a beta of 0.99.

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.