McKinley Carter Wealth Services Inc. Lowers Position in Dimensional U.S. Targeted Value ETF $DFAT

McKinley Carter Wealth Services Inc. reduced its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 14.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 146,836 shares of the company’s stock after selling 25,113 shares during the quarter. McKinley Carter Wealth Services Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $8,743,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Caprock Group LLC bought a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $1,748,000. Fortitude Family Office LLC grew 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 valued at $4,100,000 after purchasing an additional 8,603 shares during the period. OLIO Financial Planning grew its stake in Dimensional U.S. Targeted Value ETF by 7.1% in the 4th quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock valued at $13,479,000 after purchasing an additional 14,980 shares during the period. Disciplined Equity Management Inc. grew its stake in Dimensional U.S. Targeted Value ETF by 2.8% in the 4th quarter. Disciplined Equity Management Inc. now owns 417,953 shares of the company’s stock valued at $24,885,000 after purchasing an additional 11,352 shares during the period. Finally, Bedel Financial Consulting Inc. grew its stake in Dimensional U.S. Targeted Value ETF by 20.3% in the 3rd quarter. Bedel Financial Consulting Inc. now owns 60,415 shares of the company’s stock valued at $3,517,000 after purchasing an additional 10,180 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $65.84 on Tuesday. The company has a market capitalization of $13.42 billion, a PE ratio of 12.39 and a beta of 0.99. The business has a fifty day moving average price of $64.20 and a two-hundred day moving average price of $62.40. Dimensional U.S. Targeted Value ETF has a 1 year low of $50.75 and a 1 year high of $67.94.

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.