Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stake Raised by Jackson Thornton Wealth Management LLC

Jackson Thornton Wealth Management LLC increased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,954,177 shares of the company’s stock after buying an additional 95,256 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 20.8% of Jackson Thornton Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest position. Jackson Thornton Wealth Management LLC owned about 1.60% of Dimensional U.S. Targeted Value ETF worth $164,430,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Clune & Associates LTD. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $3,381,000. LPL Financial LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 13.7% in the fourth quarter. LPL Financial LLC now owns 984,227 shares of the company’s stock worth $54,782,000 after buying an additional 118,234 shares in the last quarter. Elevate Wealth Advisory Inc. lifted its position in shares of Dimensional U.S. Targeted Value ETF by 5.0% in the fourth quarter. Elevate Wealth Advisory Inc. now owns 64,340 shares of the company’s stock worth $3,581,000 after buying an additional 3,075 shares in the last quarter. Symmetry Partners LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 3.0% in the fourth quarter. Symmetry Partners LLC now owns 62,456 shares of the company’s stock worth $3,476,000 after buying an additional 1,824 shares in the last quarter. Finally, Sandy Spring Bank raised its position in Dimensional U.S. Targeted Value ETF by 3.0% during the fourth quarter. Sandy Spring Bank now owns 258,606 shares of the company’s stock valued at $14,394,000 after purchasing an additional 7,479 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $52.09 on Monday. Dimensional U.S. Targeted Value ETF has a 1 year low of $50.16 and a 1 year high of $61.75. The stock’s 50 day simple moving average is $55.37 and its two-hundred day simple moving average is $56.11. The company has a market cap of $10.16 billion, a PE ratio of 13.05 and a beta of 1.05.

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.