Vise Technologies Inc. Raises Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Vise Technologies Inc. raised its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 393.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,946 shares of the company’s stock after acquiring an additional 20,688 shares during the period. Vise Technologies Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,545,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Caprock Group LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at approximately $1,748,000. Fortitude Family Office LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 14.3% during the 4th quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock valued at $4,100,000 after purchasing an additional 8,603 shares during the last quarter. OLIO Financial Planning increased its position in shares of Dimensional U.S. Targeted Value ETF by 7.1% during the 4th quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock valued at $13,479,000 after purchasing an additional 14,980 shares during the last quarter. Disciplined Equity Management Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 2.8% during the 4th quarter. Disciplined Equity Management Inc. now owns 417,953 shares of the company’s stock valued at $24,885,000 after purchasing an additional 11,352 shares during the last quarter. Finally, Bedel Financial Consulting Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 20.3% during the 3rd quarter. Bedel Financial Consulting Inc. now owns 60,415 shares of the company’s stock valued at $3,517,000 after purchasing an additional 10,180 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT opened at $67.12 on Monday. The company has a market cap of $13.68 billion, a P/E ratio of 12.39 and a beta of 0.97. The business’s 50 day moving average price is $65.72 and its 200-day moving average price is $63.40. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $52.27 and a fifty-two week high of $68.05.

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.