Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Acquired by New England Private Wealth Advisors LLC

New England Private Wealth Advisors LLC boosted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 287,685 shares of the company’s stock after acquiring an additional 3,745 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 2.8% of New England Private Wealth Advisors LLC’s portfolio, making the stock its 11th largest position. New England Private Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $15,055,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Trust Co of the South bought a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $100,019,000. Modera Wealth Management LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 190.9% during the 3rd quarter. Modera Wealth Management LLC now owns 2,690,524 shares of the company’s stock valued at $122,930,000 after purchasing an additional 1,765,548 shares in the last quarter. Forum Financial Management LP boosted its stake in Dimensional U.S. Targeted Value ETF by 7.2% during the 3rd quarter. Forum Financial Management LP now owns 8,948,684 shares of the company’s stock valued at $408,865,000 after purchasing an additional 599,382 shares in the last quarter. Savant Capital LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 9.6% during the 3rd quarter. Savant Capital LLC now owns 5,108,102 shares of the company’s stock valued at $233,389,000 after purchasing an additional 446,501 shares in the last quarter. Finally, Pure Financial Advisors LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 31.2% during the 4th quarter. Pure Financial Advisors LLC now owns 1,774,886 shares of the company’s stock valued at $92,880,000 after purchasing an additional 421,856 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.6 %

NYSEARCA DFAT traded up $0.33 on Friday, reaching $51.99. 190,507 shares of the stock traded hands, compared to its average volume of 251,808. The firm’s fifty day simple moving average is $52.17 and its 200 day simple moving average is $49.77. The company has a market cap of $9.62 billion, a price-to-earnings ratio of 9.58 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a 12 month low of $41.16 and a 12 month high of $54.64.

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.