Sensible Money LLC Purchases 55,309 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Sensible Money LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,020,908 shares of the company’s stock after buying an additional 55,309 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 19.4% of Sensible Money LLC’s investment portfolio, making the stock its 2nd biggest position. Sensible Money LLC owned about 0.50% of Dimensional U.S. Targeted Value ETF worth $60,785,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in DFAT. Earned Wealth Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF by 95.1% during the fourth quarter. Earned Wealth Advisors LLC now owns 1,457,860 shares of the company’s stock worth $86,801,000 after buying an additional 710,659 shares in the last quarter. Richard Young Associates Ltd. acquired a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter worth approximately $32,968,000. Focus Partners Wealth grew its position 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 buying an additional 485,231 shares in the last quarter. Forum Financial Management LP grew its position 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 buying an additional 454,334 shares in the last quarter. Finally, Henrickson Nauta Wealth Advisors Inc. grew its position in Dimensional U.S. Targeted Value ETF by 134.0% during the fourth quarter. Henrickson Nauta Wealth Advisors Inc. now owns 712,009 shares of the company’s stock worth $43,924,000 after buying an additional 407,790 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $66.95 on Monday. The company has a market capitalization of $13.64 billion, a P/E ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 1 year low of $50.75 and a 1 year high of $67.94. The business’s 50 day simple moving average is $64.52 and its 200 day simple moving average is $62.66.

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.