Focus Partners Advisor Solutions LLC Has $315.25 Million Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Focus Partners Advisor Solutions LLC raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 21.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,294,823 shares of the company’s stock after acquiring an additional 919,456 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 3.9% of Focus Partners Advisor Solutions LLC’s investment portfolio, making the stock its 5th largest position. Focus Partners Advisor Solutions LLC owned 2.59% of Dimensional U.S. Targeted Value ETF worth $315,254,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. CoreFirst Bank & Trust bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth about $26,000. CIBC Private Wealth Group LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after acquiring an additional 243 shares during the last quarter. IAG Wealth Partners LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 350.8% in the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after acquiring an additional 663 shares during the last quarter. Optima Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $60,000. Finally, JPL Wealth Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth about $74,000.

Dimensional U.S. Targeted Value ETF Trading Up 0.5%

DFAT stock opened at $67.43 on Tuesday. The stock has a market capitalization of $13.74 billion, a P/E ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 12 month low of $52.27 and a 12 month high of $68.05. The firm has a 50-day moving average price of $65.82 and a 200-day moving average price of $63.48.

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.