Phillips Financial Management LLC Buys 42,259 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Phillips Financial Management LLC lifted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 10.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 448,471 shares of the company’s stock after purchasing an additional 42,259 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 1.9% of Phillips Financial Management LLC’s portfolio, making the stock its 16th biggest holding. Phillips Financial Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $24,948,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. QRG Capital Management Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 42.8% during the first quarter. QRG Capital Management Inc. now owns 5,566 shares of the company’s stock worth $303,000 after purchasing an additional 1,668 shares during the period. Blair William & Co. IL raised its holdings in Dimensional U.S. Targeted Value ETF by 35.1% in the 1st quarter. Blair William & Co. IL now owns 3,680 shares of the company’s stock worth $200,000 after purchasing an additional 957 shares in the last quarter. O Shaughnessy Asset Management LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 20.6% in the 1st quarter. O Shaughnessy Asset Management LLC now owns 13,060 shares of the company’s stock worth $711,000 after purchasing an additional 2,232 shares during the period. Northwest Wealth Management LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the 1st quarter. Northwest Wealth Management LLC now owns 140,216 shares of the company’s stock valued at $7,632,000 after purchasing an additional 556 shares in the last quarter. Finally, Sax Wealth Advisors LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 26.6% during the 1st quarter. Sax Wealth Advisors LLC now owns 894,850 shares of the company’s stock valued at $48,707,000 after purchasing an additional 188,206 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $58.14 on Monday. The company has a 50-day simple moving average of $55.64 and a two-hundred day simple moving average of $54.17. The firm has a market capitalization of $10.76 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a one year low of $45.93 and a one year high of $60.41.

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.