Sagespring Wealth Partners LLC Invests $217,000 in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Sagespring Wealth Partners LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 3,893 shares of the company’s stock, valued at approximately $217,000.

A number of other hedge funds have also recently bought and sold shares of the company. JPMorgan Chase & Co. raised its position in shares of Dimensional U.S. Targeted Value ETF by 13.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 259,750 shares of the company’s stock worth $14,450,000 after buying an additional 30,351 shares during the period. Dopkins Wealth Management LLC increased its stake in Dimensional U.S. Targeted Value ETF by 14.3% during the fourth quarter. Dopkins Wealth Management LLC now owns 326,625 shares of the company’s stock worth $18,180,000 after acquiring an additional 40,982 shares during the last quarter. Kings Path Partners LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 9.7% in the 4th quarter. Kings Path Partners LLC now owns 102,385 shares of the company’s stock worth $5,699,000 after purchasing an additional 9,073 shares during the period. Elevate Wealth Advisory Inc. lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 5.0% in the 4th quarter. Elevate Wealth Advisory Inc. now owns 64,340 shares of the company’s stock valued at $3,581,000 after purchasing an additional 3,075 shares in the last quarter. Finally, Mattern Capital Management LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 178.4% during the 4th quarter. Mattern Capital Management LLC now owns 12,276 shares of the company’s stock worth $683,000 after purchasing an additional 7,866 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT opened at $47.38 on Friday. The firm has a market capitalization of $9.34 billion, a price-to-earnings ratio of 12.09 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $61.75. The company’s 50 day moving average price is $51.88 and its 200 day moving average price is $55.30.

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.