GDS Wealth Management Makes New $212,000 Investment in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

GDS Wealth Management bought a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 4,090 shares of the company’s stock, valued at approximately $212,000.

A number of other large investors have also recently made changes to their positions in DFAT. Global Trust Asset Management LLC increased its position in Dimensional U.S. Targeted Value ETF by 2.0% during the first quarter. Global Trust Asset Management LLC now owns 10,382 shares of the company’s stock worth $565,000 after buying an additional 200 shares during the period. EverSource Wealth Advisors LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.5% in the 4th quarter. EverSource Wealth Advisors LLC now owns 54,892 shares of the company’s stock valued at $2,872,000 after acquiring an additional 266 shares during the period. Investmark Advisory Group LLC raised its position in Dimensional U.S. Targeted Value ETF by 0.8% in the 1st quarter. Investmark Advisory Group LLC now owns 37,330 shares of the company’s stock valued at $2,032,000 after purchasing an additional 279 shares during the last quarter. Lam Group Inc. boosted its stake in Dimensional U.S. Targeted Value ETF by 0.9% during the 1st quarter. Lam Group Inc. now owns 32,010 shares of the company’s stock worth $1,742,000 after purchasing an additional 301 shares during the period. Finally, Tranquility Partners LLC grew its position in Dimensional U.S. Targeted Value ETF by 7.9% during the 1st quarter. Tranquility Partners LLC now owns 4,596 shares of the company’s stock worth $250,000 after purchasing an additional 338 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA:DFAT opened at $54.45 on Tuesday. Dimensional U.S. Targeted Value ETF has a one year low of $42.53 and a one year high of $58.09. The stock has a market capitalization of $10.08 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The company has a 50-day simple moving average of $54.15 and a 200-day simple moving average of $53.02.

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.