Pure Financial Advisors LLC Increases Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Pure Financial Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 28.9% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,558,354 shares of the company’s stock after acquiring an additional 797,607 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 4.8% of Pure Financial Advisors LLC’s investment portfolio, making the stock its 4th biggest holding. Pure Financial Advisors LLC owned about 1.92% of Dimensional U.S. Targeted Value ETF worth $197,951,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently made changes to their positions in DFAT. Fortress Wealth Management Inc. boosted its stake in Dimensional U.S. Targeted Value ETF by 0.5% during the 3rd quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock valued at $2,009,000 after purchasing an additional 193 shares during the period. Clear Creek Financial Management LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 2.0% during the third quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock worth $561,000 after buying an additional 200 shares during the period. Brookstone Capital Management grew its holdings in Dimensional U.S. Targeted Value ETF by 5.2% in the 3rd quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock worth $227,000 after buying an additional 202 shares in the last quarter. Foundations Investment Advisors LLC increased its position in Dimensional U.S. Targeted Value ETF by 4.3% in the 3rd quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock valued at $280,000 after acquiring an additional 209 shares during the period. Finally, Investmark Advisory Group LLC raised its stake in Dimensional U.S. Targeted Value ETF by 0.8% during the 1st quarter. Investmark Advisory Group LLC now owns 37,330 shares of the company’s stock valued at $2,032,000 after acquiring an additional 279 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $54.82 on Friday. The stock has a market cap of $10.15 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 $43.91 and a 1 year high of $58.09. The business has a fifty day moving average of $54.91 and a 200-day moving average of $53.66.

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.