Monument Group Wealth Advisors LLC Takes $470,000 Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Monument Group Wealth Advisors LLC acquired a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 8,981 shares of the company’s stock, valued at approximately $470,000. Dimensional U.S. Targeted Value ETF makes up approximately 0.4% of Monument Group Wealth Advisors LLC’s investment portfolio, making the stock its 19th biggest holding.

Several other large investors have also recently added to or reduced their stakes in the business. Forum Financial Management LP grew its stake in shares of Dimensional U.S. Targeted Value ETF by 7.2% in the third quarter. Forum Financial Management LP now owns 8,948,684 shares of the company’s stock worth $408,865,000 after purchasing an additional 599,382 shares in the last quarter. Savant Capital LLC grew its position in Dimensional U.S. Targeted Value ETF by 9.6% in the 3rd quarter. Savant Capital LLC now owns 5,108,102 shares of the company’s stock valued at $233,389,000 after buying an additional 446,501 shares in the last quarter. Mercer Global Advisors Inc. ADV grew its position in Dimensional U.S. Targeted Value ETF by 9.4% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 2,691,662 shares of the company’s stock valued at $122,982,000 after buying an additional 230,555 shares in the last quarter. Modera Wealth Management LLC increased its stake in Dimensional U.S. Targeted Value ETF by 190.9% during the 3rd quarter. Modera Wealth Management LLC now owns 2,690,524 shares of the company’s stock valued at $122,930,000 after buying an additional 1,765,548 shares during the period. Finally, Trust Co of the South bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $100,019,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $52.01 on Wednesday. Dimensional U.S. Targeted Value ETF has a 12-month low of $41.16 and a 12-month high of $54.64. The stock has a market capitalization of $9.62 billion, a PE ratio of 9.58 and a beta of 0.94. The firm has a 50 day simple moving average of $52.15 and a 200-day simple moving average of $49.69.

About Dimensional U.S. Targeted Value ETF

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.