Dimensional U.S. Targeted Value ETF $DFAT Shares Bought by Mosaic Family Wealth Partners LLC

Mosaic Family Wealth Partners LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 472,943 shares of the company’s stock after acquiring an additional 14,550 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 3.3% of Mosaic Family Wealth Partners LLC’s holdings, making the stock its 8th largest holding. Mosaic Family Wealth Partners LLC owned about 0.24% of Dimensional U.S. Targeted Value ETF worth $25,520,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after buying an additional 3,799 shares during the period. Private Advisor Group LLC raised its stake in Dimensional U.S. Targeted Value ETF by 3.9% during the first quarter. Private Advisor Group LLC now owns 34,487 shares of the company’s stock worth $1,776,000 after acquiring an additional 1,292 shares during the period. OneAscent Family Office LLC bought a new position in Dimensional U.S. Targeted Value ETF in the first quarter worth about $2,204,000. Aspen Capital Management LLC bought a new position in Dimensional U.S. Targeted Value ETF in the first quarter worth about $15,539,000. Finally, IFP Advisors Inc boosted its stake in Dimensional U.S. Targeted Value ETF by 9.2% in the first quarter. IFP Advisors Inc now owns 4,917 shares of the company’s stock valued at $253,000 after acquiring an additional 414 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 0.3%

Shares of NYSEARCA DFAT opened at $56.94 on Monday. Dimensional U.S. Targeted Value ETF has a 12-month low of $44.01 and a 12-month high of $61.75. The company has a market cap of $11.36 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. The stock’s 50 day simple moving average is $57.91 and its 200 day simple moving average is $55.71.

Dimensional U.S. Targeted Value ETF Company 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.