Focus Partners Wealth Grows Stock Position in Dimensional U.S. Targeted Value ETF $DFAT

Focus Partners Wealth raised its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 13,284,203 shares of the company’s stock after buying an additional 40,703 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 0.9% of Focus Partners Wealth’s holdings, making the stock its 22nd largest position. Focus Partners Wealth owned 6.50% of Dimensional U.S. Targeted Value ETF worth $790,941,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. CoreFirst Bank & Trust acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at about $26,000. CIBC Private Wealth Group LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares during the period. Timmons Wealth Management LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at about $50,000. IAG Wealth Partners LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 350.8% in the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock valued at $50,000 after purchasing an additional 663 shares during the period. Finally, Optima Capital LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at about $60,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $69.58 on Friday. The stock’s 50-day simple moving average is $66.35 and its 200-day simple moving average is $63.78. The firm has a market capitalization of $14.18 billion, a PE ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $52.27 and a fifty-two week high of $69.87.

Dimensional U.S. Targeted Value ETF 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.