Legacy Financial Group Inc. Has $8.76 Million Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Legacy Financial Group Inc. cut its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.5% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 168,784 shares of the company’s stock after selling 869 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 3.3% of Legacy Financial Group Inc.’s holdings, making the stock its 11th biggest position. Legacy Financial Group Inc. owned 0.09% of Dimensional U.S. Targeted Value ETF worth $8,755,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Creative Planning raised its position in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the fourth quarter. Creative Planning now owns 13,638,740 shares of the company’s stock worth $713,715,000 after purchasing an additional 534,891 shares during the period. Savant Capital LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the second quarter. Savant Capital LLC now owns 4,846,930 shares of the company’s stock worth $251,410,000 after purchasing an additional 29,571 shares during the period. Pure Financial Advisors LLC raised its position in Dimensional U.S. Targeted Value ETF by 33.9% during the second quarter. Pure Financial Advisors LLC now owns 2,760,747 shares of the company’s stock valued at $143,200,000 after buying an additional 698,381 shares during the period. Envestnet Asset Management Inc. raised its position in Dimensional U.S. Targeted Value ETF by 0.5% during the fourth quarter. Envestnet Asset Management Inc. now owns 2,710,003 shares of the company’s stock valued at $141,814,000 after buying an additional 12,361 shares during the period. Finally, Wealth Enhancement Advisory Services LLC raised its position in Dimensional U.S. Targeted Value ETF by 2.5% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 2,353,277 shares of the company’s stock valued at $122,064,000 after buying an additional 57,397 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Up 0.9 %

NYSEARCA:DFAT opened at $54.73 on Wednesday. The firm has a market capitalization of $10.13 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1-year low of $42.53 and a 1-year high of $58.09. The business’s fifty day moving average price is $54.22 and its 200 day moving average price is $53.04.

About Dimensional U.S. Targeted Value ETF

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.