RFG Advisory LLC Acquires 10,423 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

RFG Advisory LLC raised its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 135,794 shares of the company’s stock after buying an additional 10,423 shares during the period. RFG Advisory LLC owned about 0.07% of Dimensional U.S. Targeted Value ETF worth $7,558,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of DFAT. Creative Planning increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the 2nd quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after acquiring an additional 555,638 shares during the last quarter. Forum Financial Management LP boosted its position in Dimensional U.S. Targeted Value ETF by 1.8% during the third quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after purchasing an additional 154,338 shares during the period. Pure Financial Advisors LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 12.9% in the fourth 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 during the last quarter. Asset Dedication LLC raised its position in shares of 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 valued at $122,015,000 after purchasing an additional 90,019 shares during the period. Finally, EP Wealth Advisors LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 18.5% during the 3rd quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock worth $102,841,000 after buying an additional 288,340 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT opened at $57.75 on Friday. The firm has a market cap of $10.69 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 52 week low of $49.60 and a 52 week high of $61.75. The firm’s 50-day simple moving average is $57.65 and its 200 day simple moving average is $55.88.

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.