GEM Asset Management LLC Increases Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

GEM Asset Management LLC lifted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 35.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,925 shares of the company’s stock after acquiring an additional 1,562 shares during the period. GEM Asset Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $330,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Forum Financial Management LP lifted its stake in Dimensional U.S. Targeted Value ETF by 1.8% in the 3rd quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after purchasing an additional 154,338 shares in the last quarter. Pure Financial Advisors LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 12.9% in the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock worth $223,579,000 after buying an additional 458,509 shares in the last quarter. Asset Dedication LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 4.2% during the fourth quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock valued at $127,159,000 after buying an additional 91,246 shares during the last quarter. EP Wealth Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 18.5% during the 3rd quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock valued at $102,841,000 after buying an additional 288,340 shares in the last quarter. Finally, Abacus Wealth Partners LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 11.1% during the 4th quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock valued at $73,588,000 after buying an additional 132,428 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $57.28 on Wednesday. The stock has a market capitalization of $10.60 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1 year low of $49.73 and a 1 year high of $61.75. The business’s 50 day simple moving average is $57.05 and its 200-day simple moving average is $56.17.

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.