Cathy Pareto & Associates Inc. Takes Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Cathy Pareto & Associates Inc. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 4,797 shares of the company’s stock, valued at approximately $267,000.

A number of other institutional investors have also added to or reduced their stakes in DFAT. Creative Planning increased its stake in Dimensional U.S. Targeted Value ETF by 4.1% in the second quarter. Creative Planning now owns 14,250,654 shares of the company’s stock valued at $739,182,000 after acquiring an additional 555,638 shares during the period. Forum Financial Management LP boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.8% in the 3rd quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after acquiring an additional 154,338 shares in the last quarter. Pure Financial Advisors LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 12.9% during the 4th quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock valued at $223,579,000 after purchasing an additional 458,509 shares in the last quarter. Asset Dedication LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 4.3% in the third quarter. Asset Dedication LLC now owns 2,193,323 shares of the company’s stock worth $122,015,000 after purchasing an additional 90,019 shares in the last quarter. Finally, EP Wealth Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 18.5% in the third quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock valued at $102,841,000 after buying an additional 288,340 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.2 %

Shares of DFAT stock opened at $57.62 on Monday. The firm has a market capitalization of $10.67 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The firm’s 50 day moving average is $57.64 and its 200-day moving average is $55.99. Dimensional U.S. Targeted Value ETF has a 1 year low of $49.60 and a 1 year high of $61.75.

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.