MB Generational Wealth LLC Takes Position in Dimensional U.S. Targeted Value ETF $DFAT

MB Generational Wealth LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 17,385 shares of the company’s stock, valued at approximately $1,012,000. Dimensional U.S. Targeted Value ETF accounts for 0.6% of MB Generational Wealth LLC’s investment portfolio, making the stock its 25th biggest holding.

Several other hedge funds and other institutional investors have also modified their holdings of DFAT. Beckerman Institutional LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 5.0% in the third quarter. Beckerman Institutional LLC now owns 43,293 shares of the company’s stock valued at $2,520,000 after buying an additional 2,067 shares in the last quarter. Signature Estate & Investment Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 43.7% during the 3rd quarter. Signature Estate & Investment Advisors LLC now owns 39,944 shares of the company’s stock worth $2,325,000 after acquiring an additional 12,144 shares in the last quarter. TAGStone Capital Inc. boosted its holdings in Dimensional U.S. Targeted Value ETF by 1.9% during the 3rd quarter. TAGStone Capital Inc. now owns 99,281 shares of the company’s stock valued at $5,779,000 after acquiring an additional 1,834 shares during the period. Savant Capital LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 0.6% during the 3rd quarter. Savant Capital LLC now owns 4,974,930 shares of the company’s stock valued at $289,591,000 after acquiring an additional 29,718 shares during the period. Finally, L.K. Benson & Company P.C. grew its position in Dimensional U.S. Targeted Value ETF by 15.0% in the 3rd quarter. L.K. Benson & Company P.C. now owns 20,172 shares of the company’s stock valued at $1,174,000 after acquiring an additional 2,626 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $66.71 on Monday. The firm has a market capitalization of $13.63 billion, a PE ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $66.87. The firm’s 50-day moving average is $61.75 and its two-hundred day moving average is $58.93.

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.