100,194 Shares in Dimensional U.S. Targeted Value ETF $DFAT Acquired by Capstone Wealth Management Inc.

Capstone Wealth Management Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 100,194 shares of the company’s stock, valued at approximately $5,970,000. Dimensional U.S. Targeted Value ETF accounts for 5.2% of Capstone Wealth Management Inc.’s holdings, making the stock its 4th largest holding.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its position in Dimensional U.S. Targeted Value ETF by 22.3% during the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after buying an additional 3,799 shares during the period. Goldman Sachs Group Inc. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the first quarter worth $1,376,000. NewEdge Advisors LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the second quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock valued at $5,347,000 after acquiring an additional 1,393 shares during the period. Sei Investments Co. bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the second quarter valued at about $703,000. Finally, Main Street Financial Solutions LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the second quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock valued at $2,264,000 after acquiring an additional 576 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT stock opened at $68.48 on Friday. The company’s 50-day simple moving average is $66.80 and its 200 day simple moving average is $64.10. Dimensional U.S. Targeted Value ETF has a 52 week low of $52.27 and a 52 week high of $70.25. The company has a market capitalization of $13.96 billion, a PE ratio of 12.39 and a beta of 0.97.

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.