Platform Wealth Management LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 84,122 shares of the company’s stock, valued at approximately $5,009,000. Dimensional U.S. Targeted Value ETF comprises 1.3% of Platform Wealth Management LLC’s investment portfolio, making the stock its 21st biggest holding.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Focus Partners Wealth increased its stake in shares of Dimensional U.S. Targeted Value ETF by 3.8% in the 3rd quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock valued at $770,880,000 after acquiring an additional 485,231 shares during the last quarter. Forum Financial Management LP increased its stake in shares of Dimensional U.S. Targeted Value ETF by 4.7% in the 4th quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock valued at $607,753,000 after acquiring an additional 454,334 shares during the last quarter. Pure Financial Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 7.5% in the 4th 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 during the last quarter. Savant Capital LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the 3rd quarter. Savant Capital LLC now owns 4,974,930 shares of the company’s stock valued at $289,591,000 after acquiring an additional 29,718 shares during the last quarter. Finally, Asset Dedication LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 3.5% in the 4th quarter. Asset Dedication LLC now owns 2,600,142 shares of the company’s stock valued at $154,812,000 after acquiring an additional 87,070 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Price Performance
Shares of DFAT stock opened at $67.21 on Thursday. The stock has a 50-day moving average of $65.51 and a 200-day moving average of $63.24. The stock has a market cap of $13.70 billion, a PE ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a one year low of $51.86 and a one year high of $68.05.
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.
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