Mosaic Family Wealth Partners LLC Purchases 36,814 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Mosaic Family Wealth Partners LLC increased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 11.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 370,045 shares of the company’s stock after acquiring an additional 36,814 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 3.3% of Mosaic Family Wealth Partners LLC’s portfolio, making the stock its 8th biggest holding. Mosaic Family Wealth Partners LLC owned approximately 0.20% of Dimensional U.S. Targeted Value ETF worth $20,142,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Signature Resources Capital Management LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter valued at about $27,000. Trifecta Capital Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 281.8% in the fourth quarter. Trifecta Capital Advisors LLC now owns 1,512 shares of the company’s stock valued at $79,000 after buying an additional 1,116 shares during the last quarter. EdgeRock Capital LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $117,000. National Bank of Canada FI acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $151,000. Finally, Angeles Wealth Management LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 327.9% during the first quarter. Angeles Wealth Management LLC now owns 3,158 shares of the company’s stock worth $172,000 after purchasing an additional 2,420 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT traded down $1.98 during mid-day trading on Friday, hitting $53.27. 280,801 shares of the company’s stock were exchanged, compared to its average volume of 244,440. The company has a market cap of $9.86 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 $58.09. The stock’s 50-day moving average is $53.12 and its 200-day moving average is $52.45.

Dimensional U.S. Targeted Value ETF Company 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.