Glassy Mountain Advisors Inc. Has $9.16 Million Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Glassy Mountain Advisors Inc. grew its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 164,497 shares of the company’s stock after buying an additional 1,334 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 3.1% of Glassy Mountain Advisors Inc.’s investment portfolio, making the stock its 13th largest holding. Glassy Mountain Advisors Inc. owned approximately 0.09% of Dimensional U.S. Targeted Value ETF worth $9,156,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in DFAT. Forum Financial Management LP lifted its holdings in 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 purchasing an additional 154,338 shares during the last quarter. Pure Financial Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 12.9% in the 4th quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock worth $223,579,000 after purchasing an additional 458,509 shares during the last quarter. Asset Dedication LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 4.2% in the 4th quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock worth $127,159,000 after purchasing an additional 91,246 shares during the last quarter. EP Wealth Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 18.5% in the 3rd quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock worth $102,841,000 after purchasing an additional 288,340 shares during the last quarter. Finally, Abacus Wealth Partners LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 11.1% in the 4th quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock worth $73,588,000 after purchasing an additional 132,428 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 0.3 %

Shares of NYSEARCA DFAT opened at $57.46 on Friday. The business’s 50 day moving average is $57.26 and its two-hundred day moving average is $56.14. The company has a market cap of $10.64 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12 month low of $49.71 and a 12 month high of $61.75.

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.