Axxcess Wealth Management LLC Makes New $353,000 Investment in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Axxcess Wealth Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 6,743 shares of the company’s stock, valued at approximately $353,000.

Other large investors have also bought and sold shares of the company. Signature Resources Capital Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $27,000. Truvestments Capital LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $46,000. Trifecta Capital Advisors LLC grew its stake in Dimensional U.S. Targeted Value ETF by 281.8% during the fourth quarter. Trifecta Capital Advisors LLC now owns 1,512 shares of the company’s stock worth $79,000 after purchasing an additional 1,116 shares during the period. Jones Financial Companies Lllp lifted its stake in Dimensional U.S. Targeted Value ETF by 49.6% in the third quarter. Jones Financial Companies Lllp now owns 2,145 shares of the company’s stock valued at $98,000 after buying an additional 711 shares during the period. Finally, PNC Financial Services Group Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 434.0% during the 3rd quarter. PNC Financial Services Group Inc. now owns 3,407 shares of the company’s stock worth $156,000 after buying an additional 2,769 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT opened at $53.13 on Thursday. Dimensional U.S. Targeted Value ETF has a 1 year low of $41.73 and a 1 year high of $54.64. The stock has a market capitalization of $9.83 billion, a P/E ratio of 9.99 and a beta of 1.12. The company has a 50-day moving average price of $52.32 and a 200-day moving average price of $50.23.

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.