Earned Wealth Advisors LLC boosted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 2.6% in the first quarter, HoldingsChannel.com reports. The firm owned 1,495,511 shares of the company’s stock after buying an additional 37,651 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises about 6.2% of Earned Wealth Advisors LLC’s investment portfolio, making the stock its 2nd largest holding. Earned Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $93,395,000 at the end of the most recent reporting period.
Other hedge funds also recently added to or reduced their stakes in the company. Focus Partners Wealth grew its position in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the 4th quarter. Focus Partners Wealth now owns 13,284,203 shares of the company’s stock valued at $790,941,000 after buying an additional 40,703 shares during the last quarter. Forum Financial Management LP lifted its position in Dimensional U.S. Targeted Value ETF by 1.4% in the first quarter. Forum Financial Management LP now owns 10,349,578 shares of the company’s stock valued at $646,331,000 after acquiring an additional 142,102 shares during the last quarter. Pure Financial Advisors LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 7.5% in the fourth quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock valued at $317,373,000 after acquiring an additional 371,114 shares in the last quarter. Focus Partners Advisor Solutions LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 21.0% in the fourth quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock valued at $315,254,000 after acquiring an additional 919,456 shares in the last quarter. Finally, EP Wealth Advisors LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $249,084,000.
Dimensional U.S. Targeted Value ETF Stock Performance
Shares of DFAT stock opened at $70.61 on Monday. The stock’s 50-day moving average is $68.23 and its two-hundred day moving average is $65.48. Dimensional U.S. Targeted Value ETF has a 1 year low of $52.83 and a 1 year high of $71.39. The firm has a market cap of $14.45 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97.
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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