Dimensional U.S. Targeted Value ETF $DFAT Shares Purchased by Pioneer Wealth Management Group

Pioneer Wealth Management Group boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.1% during the 2nd quarter, HoldingsChannel reports. The firm owned 166,160 shares of the company’s stock after purchasing an additional 12,427 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 2.8% of Pioneer Wealth Management Group’s investment portfolio, making the stock its 9th biggest holding. Pioneer Wealth Management Group’s holdings in Dimensional U.S. Targeted Value ETF were worth $11,615,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. CIBC Private Wealth Group LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 59.0% during the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after buying an additional 243 shares during the period. Timmons Wealth Management LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth approximately $50,000. Parallel Advisors LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 49.9% in the 1st quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock valued at $51,000 after purchasing an additional 270 shares during the last quarter. Optima Capital LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at approximately $60,000. Finally, Modus Advisors LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $82,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $72.02 on Thursday. Dimensional U.S. Targeted Value ETF has a 12 month low of $54.11 and a 12 month high of $72.80. The business has a 50 day simple moving average of $69.42 and a 200-day simple moving average of $66.35. The stock has a market capitalization of $14.74 billion, a PE 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.