Donalies Financial Planning LLC Invests $767,000 in Dimensional U.S. Targeted Value ETF $DFAT

Donalies Financial Planning LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 12,877 shares of the company’s stock, valued at approximately $767,000.

Several other large investors have also modified their holdings of DFAT. Beacon Financial Advisory LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 7.7% in the fourth quarter. Beacon Financial Advisory LLC now owns 11,903 shares of the company’s stock valued at $709,000 after purchasing an additional 853 shares during the last quarter. Okabena Investment Services Inc. grew its holdings in Dimensional U.S. Targeted Value ETF by 14.5% in the fourth quarter. Okabena Investment Services Inc. now owns 7,423 shares of the company’s stock valued at $442,000 after purchasing an additional 942 shares during the last quarter. Venture Visionary Partners LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the fourth quarter valued at $327,000. MML Investors Services LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 24.9% in the fourth quarter. MML Investors Services LLC now owns 208,531 shares of the company’s stock valued at $12,416,000 after purchasing an additional 41,506 shares during the last quarter. Finally, Mariner LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 2.9% in the fourth quarter. Mariner LLC now owns 838,675 shares of the company’s stock valued at $49,950,000 after purchasing an additional 23,641 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $68.99 on Wednesday. The firm has a market capitalization of $14.06 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $52.27 and a fifty-two week high of $70.25. The stock’s fifty day moving average is $66.60 and its two-hundred day moving average is $63.97.

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.