Legacy Financial Group Inc. Lowers Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Legacy Financial Group Inc. lessened its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.3% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 160,770 shares of the company’s stock after selling 2,098 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 2.7% of Legacy Financial Group Inc.’s investment portfolio, making the stock its 14th largest position. Legacy Financial Group Inc. owned about 0.08% of Dimensional U.S. Targeted Value ETF worth $8,278,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently bought and sold shares of the business. Forum Financial Management LP raised its stake in Dimensional U.S. Targeted Value ETF by 1.8% during the fourth quarter. Forum Financial Management LP now owns 8,944,962 shares of the company’s stock valued at $497,877,000 after purchasing an additional 161,583 shares in the last quarter. Focus Partners Advisor Solutions LLC raised its stake in Dimensional U.S. Targeted Value ETF by 34.4% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 4,820,280 shares of the company’s stock valued at $268,297,000 after purchasing an additional 1,234,171 shares in the last quarter. Pure Financial Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF by 6.3% during the first quarter. Pure Financial Advisors LLC now owns 4,269,836 shares of the company’s stock valued at $219,854,000 after purchasing an additional 252,973 shares in the last quarter. Jackson Thornton Wealth Management LLC raised its stake in Dimensional U.S. Targeted Value ETF by 3.3% during the fourth quarter. Jackson Thornton Wealth Management LLC now owns 2,954,177 shares of the company’s stock valued at $164,430,000 after purchasing an additional 95,256 shares in the last quarter. Finally, Asset Dedication LLC raised its stake in Dimensional U.S. Targeted Value ETF by 0.9% during the first quarter. Asset Dedication LLC now owns 2,305,024 shares of the company’s stock valued at $118,686,000 after purchasing an additional 20,455 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 1.0%

Dimensional U.S. Targeted Value ETF stock opened at $56.06 on Friday. The company has a market cap of $11.10 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94. The firm’s fifty day moving average is $53.16 and its 200 day moving average is $53.18. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $61.75.

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.