Independent Financial Group LLC Invests $711,000 in Dimensional U.S. Targeted Value ETF $DFAT

Independent Financial Group LLC bought a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 11,378 shares of the company’s stock, valued at approximately $711,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Fortitude Family Office LLC increased its stake in Dimensional U.S. Targeted Value ETF by 14.3% in the 4th quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock worth $4,100,000 after purchasing an additional 8,603 shares in the last quarter. OLIO Financial Planning lifted its stake in Dimensional U.S. Targeted Value ETF by 7.1% during the fourth quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock valued at $13,479,000 after buying an additional 14,980 shares in the last quarter. Master S Wealth Management Inc. lifted its stake in Dimensional U.S. Targeted Value ETF by 9.3% during the fourth quarter. Master S Wealth Management Inc. now owns 362,045 shares of the company’s stock valued at $21,556,000 after buying an additional 30,810 shares in the last quarter. Farther Finance Advisors LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 55.3% in the fourth quarter. Farther Finance Advisors LLC now owns 226,694 shares of the company’s stock worth $13,497,000 after buying an additional 80,754 shares during the period. Finally, Disciplined Equity Management Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.8% in the fourth quarter. Disciplined Equity Management Inc. now owns 417,953 shares of the company’s stock worth $24,885,000 after buying an additional 11,352 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $70.52 on Wednesday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $52.83 and a fifty-two week high of $71.39. The firm’s 50 day simple moving average is $68.38 and its 200-day simple moving average is $65.62. The company has a market cap of $14.44 billion, a P/E ratio of 12.39 and a beta of 0.97.

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.