McKinley Carter Wealth Services Inc. boosted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 5.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 159,827 shares of the company’s stock after buying an additional 8,057 shares during the quarter. McKinley Carter Wealth Services Inc. owned approximately 0.09% of Dimensional U.S. Targeted Value ETF worth $8,896,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also modified their holdings of the company. JPMorgan Chase & Co. raised its position in Dimensional U.S. Targeted Value ETF by 13.2% during the third quarter. JPMorgan Chase & Co. now owns 259,750 shares of the company’s stock valued at $14,450,000 after acquiring an additional 30,351 shares in the last quarter. FMR LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 12.6% during the 3rd quarter. FMR LLC now owns 20,950 shares of the company’s stock worth $1,165,000 after purchasing an additional 2,349 shares during the last quarter. Summit Trail Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 24.5% during the 3rd quarter. Summit Trail Advisors LLC now owns 17,382 shares of the company’s stock valued at $967,000 after purchasing an additional 3,424 shares in the last quarter. SC&H Financial Advisors Inc. raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 3.8% during the 3rd quarter. SC&H Financial Advisors Inc. now owns 75,063 shares of the company’s stock valued at $4,176,000 after purchasing an additional 2,735 shares in the last quarter. Finally, International Assets Investment Management LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $6,259,000.
Dimensional U.S. Targeted Value ETF Trading Down 0.2 %
Shares of NYSEARCA:DFAT opened at $57.60 on Wednesday. Dimensional U.S. Targeted Value ETF has a 1 year low of $49.60 and a 1 year high of $61.75. The firm has a fifty day moving average price of $57.63 and a 200 day moving average price of $56.05. The stock has a market capitalization of $10.66 billion, a PE ratio of 9.99 and a beta of 1.12.
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.
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