Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Holdings Lifted by TAGStone Capital Inc.

TAGStone Capital Inc. increased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 93,812 shares of the company’s stock after buying an additional 2,250 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 2.6% of TAGStone Capital Inc.’s holdings, making the stock its 9th largest holding. TAGStone Capital Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,222,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Tradewinds Capital Management LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth $28,000. Aspect Partners LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 151.9% in the 4th quarter. Aspect Partners LLC now owns 519 shares of the company’s stock worth $29,000 after buying an additional 313 shares during the period. SYM FINANCIAL Corp purchased a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter valued at about $30,000. Truvestments Capital LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at about $40,000. Finally, Legacy Investment Solutions LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at about $46,000.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $52.09 on Monday. The business’s 50-day moving average is $55.37 and its two-hundred day moving average is $56.11. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.16 and a 12 month high of $61.75. The firm has a market capitalization of $10.16 billion, a PE ratio of 13.05 and a beta of 1.05.

About Dimensional U.S. Targeted Value ETF

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.