Strategic Investment Solutions Inc. IL Acquires 9,239 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Strategic Investment Solutions Inc. IL increased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 7.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 136,235 shares of the company’s stock after purchasing an additional 9,239 shares during the period. Dimensional U.S. Targeted Value ETF makes up 1.9% of Strategic Investment Solutions Inc. IL’s holdings, making the stock its 10th biggest position. Strategic Investment Solutions Inc. IL owned approximately 0.07% of Dimensional U.S. Targeted Value ETF worth $8,115,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the stock. EP Wealth Advisors LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at about $249,084,000. Corient Private Wealth LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 207.9% in the fourth quarter. Corient Private Wealth LLC now owns 2,718,201 shares of the company’s stock valued at $161,842,000 after buying an additional 1,835,322 shares during the last quarter. Smartleaf Asset Management LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 8,960.0% in the fourth quarter. Smartleaf Asset Management LLC now owns 1,419,609 shares of the company’s stock worth $85,390,000 after buying an additional 1,403,940 shares in the last quarter. Focus Partners Advisor Solutions LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 21.0% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock worth $315,254,000 after purchasing an additional 919,456 shares during the last quarter. Finally, Earned Wealth Advisors LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 95.1% during the fourth quarter. Earned Wealth Advisors LLC now owns 1,457,860 shares of the company’s stock worth $86,801,000 after buying an additional 710,659 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $68.48 on Friday. The firm has a market capitalization of $13.96 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 1-year low of $52.27 and a 1-year high of $70.25. The company’s 50-day moving average is $66.80 and its two-hundred day moving average is $64.10.

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.