Dimensional U.S. Targeted Value ETF $DFAT is Pure Financial Advisors LLC’s 4th Largest Position

Pure Financial Advisors LLC raised its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 7.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,959,303 shares of the company’s stock after purchasing an additional 357,646 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 4.6% of Pure Financial Advisors LLC’s holdings, making the stock its 4th biggest holding. Pure Financial Advisors LLC owned approximately 2.49% of Dimensional U.S. Targeted Value ETF worth $288,681,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Fortitude Family Office LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 27.1% during the third quarter. Fortitude Family Office LLC now owns 60,265 shares of the company’s stock valued at $3,508,000 after buying an additional 12,836 shares during the last quarter. Henrickson Nauta Wealth Advisors Inc. boosted its holdings in Dimensional U.S. Targeted Value ETF by 4.9% during the 3rd quarter. Henrickson Nauta Wealth Advisors Inc. now owns 304,219 shares of the company’s stock valued at $17,709,000 after acquiring an additional 14,321 shares during the period. Maryland Capital Advisors Inc. grew its position in Dimensional U.S. Targeted Value ETF by 19.2% in the 3rd quarter. Maryland Capital Advisors Inc. now owns 75,833 shares of the company’s stock valued at $4,414,000 after acquiring an additional 12,195 shares during the last quarter. Great Oak Capital Partners LLC grew its position in Dimensional U.S. Targeted Value ETF by 3.9% in the 3rd quarter. Great Oak Capital Partners LLC now owns 1,390,328 shares of the company’s stock valued at $81,237,000 after acquiring an additional 52,626 shares during the last quarter. Finally, Vestment Financial LLC increased its stake in Dimensional U.S. Targeted Value ETF by 3.2% in the third quarter. Vestment Financial LLC now owns 90,718 shares of the company’s stock worth $5,300,000 after purchasing an additional 2,834 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 0.3%

Shares of DFAT opened at $60.29 on Tuesday. The firm has a market capitalization of $12.03 billion, a P/E ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 12-month low of $44.01 and a 12-month high of $61.77. The firm has a fifty day moving average price of $58.54 and a 200-day moving average price of $57.27.

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.