McGrath & Associates Inc. Purchases New Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

McGrath & Associates Inc. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 17,657 shares of the company’s stock, valued at approximately $983,000. Dimensional U.S. Targeted Value ETF accounts for about 2.0% of McGrath & Associates Inc.’s holdings, making the stock its 19th largest position.

Several other large investors have also recently bought and sold shares of the business. Valmark Advisers Inc. raised its position in Dimensional U.S. Targeted Value ETF by 2.8% during the fourth quarter. Valmark Advisers Inc. now owns 6,855 shares of the company’s stock valued at $382,000 after buying an additional 184 shares during the period. Clear Creek Financial Management LLC raised its position in Dimensional U.S. Targeted Value ETF by 2.0% during the third quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock valued at $561,000 after buying an additional 200 shares during the period. tru Independence LLC raised its position in Dimensional U.S. Targeted Value ETF by 5.1% during the third quarter. tru Independence LLC now owns 4,494 shares of the company’s stock valued at $250,000 after buying an additional 217 shares during the period. LJI Wealth Management LLC raised its position in 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 valued at $3,131,000 after buying an additional 242 shares during the period. Finally, Stone Point Wealth LLC raised its position in 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 valued at $638,000 after buying an additional 313 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 0.3 %

NYSEARCA:DFAT opened at $54.89 on Thursday. The firm has a market capitalization of $10.16 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1-year low of $50.16 and a 1-year high of $61.75. The business’s fifty day moving average price is $56.47 and its 200 day moving average price is $56.33.

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.