Linscomb Wealth Inc. Makes New $273,000 Investment in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Linscomb Wealth Inc. acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 1st quarter, Holdings Channel reports. The firm acquired 5,020 shares of the company’s stock, valued at approximately $273,000.

Other large investors have also recently added to or reduced their stakes in the company. Axxcess Wealth Management LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 18.4% during the 1st quarter. Axxcess Wealth Management LLC now owns 7,983 shares of the company’s stock worth $435,000 after purchasing an additional 1,240 shares in the last quarter. EP Wealth Advisors LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.3% during the 1st quarter. EP Wealth Advisors LLC now owns 1,317,564 shares of the company’s stock worth $71,715,000 after purchasing an additional 54,662 shares in the last quarter. Sax Wealth Advisors LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 26.6% during the 1st quarter. Sax Wealth Advisors LLC now owns 894,850 shares of the company’s stock worth $48,707,000 after purchasing an additional 188,206 shares in the last quarter. Northwest Wealth Management LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the 1st quarter. Northwest Wealth Management LLC now owns 140,216 shares of the company’s stock worth $7,632,000 after purchasing an additional 556 shares in the last quarter. Finally, O Shaughnessy Asset Management LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 20.6% during the 1st quarter. O Shaughnessy Asset Management LLC now owns 13,060 shares of the company’s stock worth $711,000 after purchasing an additional 2,232 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 1.5 %

Shares of DFAT traded up $0.84 during trading hours on Friday, hitting $56.79. 212,948 shares of the company were exchanged, compared to its average volume of 242,045. The company has a market cap of $10.51 billion, a price-to-earnings 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 $56.89. The firm’s fifty day moving average is $52.91 and its 200 day moving average is $52.26.

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.