Johnson Wealth Management LLC Makes New $3.30 Million Investment in Dimensional U.S. Targeted Value ETF $DFAT

Johnson Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 55,410 shares of the company’s stock, valued at approximately $3,299,000. Dimensional U.S. Targeted Value ETF comprises 1.6% of Johnson Wealth Management LLC’s investment portfolio, making the stock its 12th largest position.

Other hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in 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 period. Goldman Sachs Group Inc. bought a new position in Dimensional U.S. Targeted Value ETF in the 1st quarter worth $1,376,000. NewEdge Advisors LLC lifted its stake in 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 in the last quarter. Sei Investments Co. purchased a new stake in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth $703,000. Finally, Main Street Financial Solutions LLC increased its holdings 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 buying an additional 576 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT opened at $67.69 on Thursday. The business’s 50 day moving average is $66.08 and its two-hundred day moving average is $63.65. Dimensional U.S. Targeted Value ETF has a 1-year low of $52.27 and a 1-year high of $68.86. The stock has a market capitalization of $13.80 billion, a P/E ratio of 12.39 and a beta of 0.97.

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.