Stolz & Associates PS Takes Position in Dimensional U.S. Targeted Value ETF $DFAT

Stolz & Associates PS acquired a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 7,634 shares of the company’s stock, valued at approximately $455,000. Dimensional U.S. Targeted Value ETF makes up 0.4% of Stolz & Associates PS’s portfolio, making the stock its 21st largest holding.

Several other institutional investors have also modified their holdings of DFAT. Brighton Jones LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after purchasing an additional 3,799 shares during the last quarter. Goldman Sachs Group Inc. acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 1st quarter worth approximately $1,376,000. NewEdge Advisors LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock worth $5,347,000 after purchasing an additional 1,393 shares during the last quarter. Sei Investments Co. acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $703,000. Finally, Main Street Financial Solutions LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock worth $2,264,000 after purchasing an additional 576 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA:DFAT opened at $65.84 on Tuesday. The stock has a fifty day moving average of $64.20 and a 200-day moving average of $62.40. The company has a market capitalization of $13.42 billion, a PE ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a one year low of $50.75 and a one year high of $67.94.

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.