Dimensional U.S. Targeted Value ETF $DFAT Stock Bought by Aspen Wealth Management LLC

Aspen Wealth Management LLC raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 598,413 shares of the company’s stock after purchasing an additional 13,731 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 6.4% of Aspen Wealth Management LLC’s investment portfolio, making the stock its 5th biggest holding. Aspen Wealth Management LLC owned about 0.29% of Dimensional U.S. Targeted Value ETF worth $39,759,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also modified their holdings of DFAT. Parallel Advisors LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 49.9% during the first quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock worth $51,000 after purchasing an additional 270 shares during the last quarter. BankChampaign National Association acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the first quarter worth $129,000. Cassaday & Co Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the 1st quarter valued at $193,000. Sage Rhino Capital LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the 1st quarter valued at $204,000. Finally, Northeast Planning Associates INC. NH purchased a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at $204,000.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT traded down $0.83 during trading on Wednesday, hitting $66.92. The stock had a trading volume of 79,900 shares, compared to its average volume of 336,703. The firm has a market capitalization of $13.77 billion, a P/E ratio of 12.39 and a beta of 0.99. The company’s 50-day moving average price is $69.98 and its 200 day moving average price is $68.39. Dimensional U.S. Targeted Value ETF has a twelve month low of $55.12 and a twelve month high of $72.81.

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.