Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Bought by AE Wealth Management LLC

AE Wealth Management LLC lifted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 292,074 shares of the company’s stock after acquiring an additional 18,190 shares during the period. AE Wealth Management LLC owned about 0.16% of Dimensional U.S. Targeted Value ETF worth $15,150,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Fortress Wealth Management Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 33.4% in the fourth quarter. Fortress Wealth Management Inc. now owns 26,701 shares of the company’s stock worth $1,397,000 after acquiring an additional 6,687 shares in the last quarter. Creative Planning increased its position in shares of Dimensional U.S. Targeted Value ETF by 4.1% in the fourth quarter. Creative Planning now owns 13,638,740 shares of the company’s stock worth $713,715,000 after acquiring an additional 534,891 shares in the last quarter. UBS Group AG increased its position in shares of Dimensional U.S. Targeted Value ETF by 32.0% in the fourth quarter. UBS Group AG now owns 346,097 shares of the company’s stock worth $18,111,000 after acquiring an additional 83,976 shares in the last quarter. Henrickson Nauta Wealth Advisors Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 5.9% in the first quarter. Henrickson Nauta Wealth Advisors Inc. now owns 223,471 shares of the company’s stock worth $11,659,000 after acquiring an additional 12,441 shares in the last quarter. Finally, Blair William & Co. IL increased its position in shares of Dimensional U.S. Targeted Value ETF by 35.1% in the first quarter. Blair William & Co. IL now owns 3,680 shares of the company’s stock worth $200,000 after acquiring an additional 957 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $55.20 on Friday. The firm’s 50 day simple moving average is $54.34 and its 200-day simple moving average is $53.08. The company has a market cap of $10.22 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $42.53 and a fifty-two week high of $58.09.

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.