Empower Advisory Group LLC boosted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 16.3% during the fourth quarter, Holdings Channel reports. The fund owned 12,139 shares of the company’s stock after acquiring an additional 1,700 shares during the period. Empower Advisory Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $676,000 at the end of the most recent reporting period.
A number of other institutional investors have also added to or reduced their stakes in the company. Forum Financial Management LP increased its stake in Dimensional U.S. Targeted Value ETF by 1.8% in the third quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock valued at $488,619,000 after acquiring an additional 154,338 shares during the last quarter. Pure Financial Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 12.9% in the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock valued at $223,579,000 after acquiring an additional 458,509 shares during the last quarter. Asset Dedication LLC increased its stake in Dimensional U.S. Targeted Value ETF by 4.2% in the fourth quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock valued at $127,159,000 after acquiring an additional 91,246 shares during the last quarter. EP Wealth Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 18.5% in the third quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock valued at $102,841,000 after acquiring an additional 288,340 shares during the last quarter. Finally, Abacus Wealth Partners LLC increased its stake in Dimensional U.S. Targeted Value ETF by 11.1% in the fourth quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock valued at $73,588,000 after acquiring an additional 132,428 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Trading Up 0.5 %
Shares of NYSEARCA:DFAT opened at $57.26 on Wednesday. The stock’s 50-day moving average price is $56.77 and its 200-day moving average price is $56.21. Dimensional U.S. Targeted Value ETF has a 12-month low of $50.16 and a 12-month high of $61.75. The stock has a market capitalization of $10.60 billion, a P/E ratio of 9.99 and a beta of 1.12.
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.
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