International Assets Investment Management LLC Invests $2.27 Million in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

International Assets Investment Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 43,277 shares of the company’s stock, valued at approximately $2,265,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Tempus Wealth Planning LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $1,631,000. Private Trust Co. NA increased its position in Dimensional U.S. Targeted Value ETF by 52.4% in the 4th quarter. Private Trust Co. NA now owns 6,098 shares of the company’s stock valued at $319,000 after acquiring an additional 2,097 shares during the period. Clear Creek Financial Management LLC increased its position in Dimensional U.S. Targeted Value ETF by 130.3% in the 4th quarter. Clear Creek Financial Management LLC now owns 15,286 shares of the company’s stock valued at $800,000 after acquiring an additional 8,648 shares during the period. BetterWealth LLC increased its position in Dimensional U.S. Targeted Value ETF by 0.3% in the 4th quarter. BetterWealth LLC now owns 76,414 shares of the company’s stock valued at $3,999,000 after acquiring an additional 241 shares during the period. Finally, Better Money Decisions LLC increased its position in Dimensional U.S. Targeted Value ETF by 361.5% in the 4th quarter. Better Money Decisions LLC now owns 96,651 shares of the company’s stock valued at $5,058,000 after acquiring an additional 75,707 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 1.0 %

Shares of DFAT stock opened at $50.85 on Friday. The stock has a market capitalization of $9.41 billion, a PE ratio of 9.58 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a 52-week low of $41.16 and a 52-week high of $54.64. The stock’s 50-day moving average price is $52.13 and its 200 day moving average price is $49.52.

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.