Tandemgrowth Financial Advisors LLC Takes $785,000 Position in Dimensional U.S. Targeted Value ETF $DFAT

Tandemgrowth Financial Advisors LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 13,178 shares of the company’s stock, valued at approximately $785,000. Dimensional U.S. Targeted Value ETF makes up about 0.7% of Tandemgrowth Financial Advisors LLC’s investment portfolio, making the stock its 16th biggest position.

Other hedge funds and other institutional investors have also bought and sold shares of the company. OneAscent Family Office LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. OneAscent Family Office LLC now owns 42,836 shares of the company’s stock valued at $2,550,000 after purchasing an additional 170 shares during the period. Cary Street Partners Financial LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 1.3% during the fourth quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock valued at $831,000 after purchasing an additional 175 shares during the period. Accurate Wealth Management LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 3.0% during the fourth quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock valued at $439,000 after purchasing an additional 202 shares during the period. Mutual Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 0.6% during the fourth quarter. Mutual Advisors LLC now owns 37,208 shares of the company’s stock valued at $2,215,000 after purchasing an additional 224 shares during the period. Finally, Brookwood Investment Group LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 4.6% during the fourth quarter. Brookwood Investment Group LLC now owns 5,304 shares of the company’s stock valued at $316,000 after purchasing an additional 232 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT opened at $68.92 on Friday. The stock has a market cap of $14.05 billion, a P/E ratio of 12.39 and a beta of 0.97. The firm has a 50 day moving average price of $66.21 and a 200 day moving average price of $63.74. Dimensional U.S. Targeted Value ETF has a 52-week low of $52.27 and a 52-week high of $68.93.

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.