Great Oak Capital Partners LLC Takes Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Great Oak Capital Partners LLC acquired 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 disclosure with the Securities and Exchange Commission (SEC). The firm acquired 933,811 shares of the company’s stock, valued at approximately $48,866,000. Dimensional U.S. Targeted Value ETF makes up approximately 26.1% of Great Oak Capital Partners LLC’s investment portfolio, making the stock its biggest holding.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Chicago Partners Investment Group LLC boosted its position in Dimensional U.S. Targeted Value ETF by 7.4% during the fourth quarter. Chicago Partners Investment Group LLC now owns 18,042 shares of the company’s stock valued at $919,000 after purchasing an additional 1,240 shares in the last quarter. Freedom Investment Management Inc. bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at about $3,187,000. Syverson Strege & Co boosted its holdings in Dimensional U.S. Targeted Value ETF by 7.0% in the fourth quarter. Syverson Strege & Co now owns 8,007 shares of the company’s stock worth $419,000 after acquiring an additional 521 shares in the last quarter. Creative Planning boosted its holdings in Dimensional U.S. Targeted Value ETF by 4.1% in the fourth quarter. Creative Planning now owns 13,638,740 shares of the company’s stock worth $713,715,000 after acquiring an additional 534,891 shares in the last quarter. Finally, Elevate Wealth Advisory Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $2,170,000.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA DFAT traded down $0.82 during trading on Friday, hitting $51.02. The company’s stock had a trading volume of 238,488 shares, compared to its average volume of 238,787. The company has a market cap of $9.44 billion, a PE ratio of 9.99 and a beta of 1.12. The business’s 50 day simple moving average is $52.55 and its 200-day simple moving average is $51.76. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $42.53 and a fifty-two week high of $54.64.

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.