Kane Co Wealth Management Inc. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 53,777 shares of the company’s stock, valued at approximately $3,202,000. Dimensional U.S. Targeted Value ETF comprises approximately 2.8% of Kane Co Wealth Management Inc.’s portfolio, making the stock its 12th biggest holding.
Several other institutional investors and hedge funds have also recently modified their holdings of the company. Mission Wealth Management LP boosted its position in shares of Dimensional U.S. Targeted Value ETF by 42.8% during the 4th quarter. Mission Wealth Management LP now owns 192,093 shares of the company’s stock valued at $11,437,000 after acquiring an additional 57,570 shares during the last quarter. Disciplined Investments LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 5.3% during the 4th quarter. Disciplined Investments LLC now owns 164,150 shares of the company’s stock valued at $9,774,000 after acquiring an additional 8,298 shares during the last quarter. Sound Portfolio Advisors LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $2,958,000. Richard Young Associates Ltd. acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $32,968,000. Finally, Northwestern Mutual Wealth Management Co. boosted its position in shares of Dimensional U.S. Targeted Value ETF by 14.5% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 177,912 shares of the company’s stock valued at $10,593,000 after acquiring an additional 22,472 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Stock Performance
Shares of DFAT stock opened at $65.32 on Monday. The company’s 50-day moving average price is $64.17 and its 200-day moving average price is $62.35. Dimensional U.S. Targeted Value ETF has a twelve month low of $50.75 and a twelve month high of $67.94. The stock has a market cap of $13.31 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99.
Dimensional U.S. Targeted Value ETF 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.
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