Ferguson Johnson Wealth Management Inc Purchases Shares of 98,240 Dimensional U.S. Targeted Value ETF $DFAT

Ferguson Johnson Wealth Management Inc purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 98,240 shares of the company’s stock, valued at approximately $5,849,000. Dimensional U.S. Targeted Value ETF comprises approximately 4.9% of Ferguson Johnson Wealth Management Inc’s portfolio, making the stock its 8th biggest holding.

Other large investors have also recently added to or reduced their stakes in the company. Accurate Wealth Management LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 3.0% in the fourth quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock valued at $439,000 after purchasing an additional 202 shares during the period. Mutual Advisors LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the fourth quarter. Mutual Advisors LLC now owns 37,208 shares of the company’s stock valued at $2,215,000 after purchasing an additional 224 shares during the period. Brookwood Investment Group LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 4.6% in the fourth quarter. Brookwood Investment Group LLC now owns 5,304 shares of the company’s stock valued at $316,000 after purchasing an additional 232 shares during the period. CIBC Private Wealth Group LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares during the period. Finally, CreativeOne Wealth LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 2.9% in the third quarter. CreativeOne Wealth LLC now owns 8,757 shares of the company’s stock valued at $510,000 after purchasing an additional 245 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $66.95 on Friday. The firm has a market capitalization of $13.64 billion, a PE ratio of 12.39 and a beta of 0.99. The company’s 50-day moving average is $64.52 and its 200-day moving average is $62.62. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $50.75 and a fifty-two week high of $67.94.

Dimensional U.S. Targeted Value ETF 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.