Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Acquired by Empirical Financial Services LLC d.b.a. Empirical Wealth Management

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 858,363 shares of the company’s stock after buying an additional 12,079 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 1.3% of Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings, making the stock its 19th largest position. Empirical Financial Services LLC d.b.a. Empirical Wealth Management owned 0.46% of Dimensional U.S. Targeted Value ETF worth $47,777,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. OLIO Financial Planning grew its position in shares of Dimensional U.S. Targeted Value ETF by 281.2% during the fourth quarter. OLIO Financial Planning now owns 165,201 shares of the company’s stock worth $9,195,000 after acquiring an additional 121,865 shares during the last quarter. Juncture Wealth Strategies LLC grew its position in Dimensional U.S. Targeted Value ETF by 5.3% in the 4th quarter. Juncture Wealth Strategies LLC now owns 194,009 shares of the company’s stock worth $10,799,000 after purchasing an additional 9,819 shares during the last quarter. Eclectic Associates Inc. ADV grew its position in Dimensional U.S. Targeted Value ETF by 190.1% in the 4th quarter. Eclectic Associates Inc. ADV now owns 33,300 shares of the company’s stock worth $1,854,000 after purchasing an additional 21,820 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 95.3% during the fourth quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,660 shares of the company’s stock valued at $92,000 after buying an additional 810 shares during the last quarter. Finally, RFG Advisory LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 8.3% during the fourth quarter. RFG Advisory LLC now owns 135,794 shares of the company’s stock worth $7,558,000 after buying an additional 10,423 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT opened at $57.62 on Monday. The stock’s 50 day moving average price is $57.64 and its 200 day moving average price is $55.99. The stock has a market cap of $10.67 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12 month low of $49.60 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.