Triad Wealth Partners LLC Buys New Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Triad Wealth Partners LLC purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,160 shares of the company’s stock, valued at approximately $287,000.

Several other hedge funds also recently added to or reduced their stakes in the stock. Valmark Advisers Inc. increased its stake in Dimensional U.S. Targeted Value ETF by 2.8% in the fourth quarter. Valmark Advisers Inc. now owns 6,855 shares of the company’s stock valued at $382,000 after purchasing an additional 184 shares during the last quarter. tru Independence LLC increased its stake in Dimensional U.S. Targeted Value ETF by 5.1% in the third quarter. tru Independence LLC now owns 4,494 shares of the company’s stock valued at $250,000 after purchasing an additional 217 shares during the last quarter. LJI Wealth Management LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. LJI Wealth Management LLC now owns 56,245 shares of the company’s stock worth $3,131,000 after acquiring an additional 242 shares during the last quarter. Mason Investment Advisory Services Inc. grew its position in shares of Dimensional U.S. Targeted Value ETF by 0.3% during the fourth quarter. Mason Investment Advisory Services Inc. now owns 118,750 shares of the company’s stock worth $6,610,000 after acquiring an additional 297 shares during the last quarter. Finally, Stone Point Wealth LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 2.8% during the third quarter. Stone Point Wealth LLC now owns 11,474 shares of the company’s stock worth $638,000 after acquiring an additional 313 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 0.9 %

Shares of DFAT opened at $52.87 on Thursday. The firm has a market cap of $10.34 billion, a PE ratio of 13.23 and a beta of 1.05. The company’s 50 day simple moving average is $56.26 and its 200-day simple moving average is $56.35. Dimensional U.S. Targeted Value ETF has a 12-month low of $50.16 and a 12-month high of $61.75.

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.