Dimensional U.S. Targeted Value ETF $DFAT Shares Bought by Great Waters Wealth Management

Great Waters Wealth Management increased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.6% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 853,409 shares of the company’s stock after purchasing an additional 30,020 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 5.6% of Great Waters Wealth Management’s investment portfolio, making the stock its 6th biggest holding. Great Waters Wealth Management owned about 0.42% of Dimensional U.S. Targeted Value ETF worth $53,295,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Focus Partners Wealth boosted its holdings in Dimensional U.S. Targeted Value ETF by 0.3% in the fourth quarter. Focus Partners Wealth now owns 13,284,203 shares of the company’s stock worth $790,941,000 after purchasing an additional 40,703 shares during the period. Forum Financial Management LP lifted its position in shares of Dimensional U.S. Targeted Value ETF by 4.7% in the 4th quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock worth $607,753,000 after buying an additional 454,334 shares during the last quarter. Pure Financial Advisors LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 7.5% in the 4th quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock valued at $317,373,000 after buying an additional 371,114 shares during the period. Focus Partners Advisor Solutions LLC grew its position 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 valued at $315,254,000 after buying an additional 919,456 shares during the last quarter. Finally, EP Wealth Advisors LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $249,084,000.

Dimensional U.S. Targeted Value ETF Trading Down 0.4%

NYSEARCA:DFAT opened at $68.32 on Wednesday. The stock has a 50 day moving average of $67.02 and a 200-day moving average of $64.29. The firm has a market capitalization of $13.92 billion, a PE ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 52 week low of $52.83 and a 52 week high of $70.25.

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.