Well Done LLC Takes Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Well Done LLC acquired a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 5,888 shares of the company’s stock, valued at approximately $308,000.

A number of other institutional investors also recently made changes to their positions in DFAT. Moneta Group Investment Advisors LLC boosted its position in Dimensional U.S. Targeted Value ETF by 99,437.2% during the 4th quarter. Moneta Group Investment Advisors LLC now owns 9,041,957 shares of the company’s stock valued at $397,394,000 after buying an additional 9,032,873 shares during the period. Forum Financial Management LP boosted its position in Dimensional U.S. Targeted Value ETF by 7.2% during the 3rd quarter. Forum Financial Management LP now owns 8,948,684 shares of the company’s stock valued at $408,865,000 after buying an additional 599,382 shares during the period. Savant Capital LLC boosted its position in Dimensional U.S. Targeted Value ETF by 9.6% during the 3rd quarter. Savant Capital LLC now owns 5,108,102 shares of the company’s stock valued at $233,389,000 after buying an additional 446,501 shares during the period. Buckingham Strategic Partners boosted its position in Dimensional U.S. Targeted Value ETF by 2.8% during the 2nd quarter. Buckingham Strategic Partners now owns 3,007,127 shares of the company’s stock valued at $139,501,000 after buying an additional 81,162 shares during the period. Finally, CI Private Wealth LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $118,450,000.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT traded up $0.28 during trading on Thursday, hitting $54.38. 86,787 shares of the stock traded hands, compared to its average volume of 252,278. Dimensional U.S. Targeted Value ETF has a 12-month low of $41.16 and a 12-month high of $54.64. The firm has a market capitalization of $9.70 billion, a P/E ratio of 8.69 and a beta of 0.94. The firm has a 50-day moving average of $51.59 and a 200 day moving average of $48.78.

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.