Professional Financial Solutions LLC ADV Acquires New Position in Dimensional U.S. Targeted Value ETF $DFAT

Professional Financial Solutions LLC ADV bought a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought 230,359 shares of the company’s stock, valued at approximately $13,716,000. Dimensional U.S. Targeted Value ETF accounts for about 12.9% of Professional Financial Solutions LLC ADV’s holdings, making the stock its 2nd largest position.

A number of other hedge funds also recently added to or reduced their stakes in the business. Focus Partners Wealth boosted its position in 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 period. Forum Financial Management LP increased its position in shares of Dimensional U.S. Targeted Value ETF by 4.7% during the fourth quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock worth $607,753,000 after acquiring an additional 454,334 shares during the period. Pure Financial Advisors LLC raised its stake in shares of 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 raised its stake in shares of 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 Dimensional U.S. Targeted Value ETF in the fourth quarter valued at $249,084,000.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT opened at $68.48 on Friday. Dimensional U.S. Targeted Value ETF has a 12 month low of $52.27 and a 12 month high of $70.25. The stock has a market capitalization of $13.96 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. The business has a fifty day moving average price of $66.80 and a 200 day moving average price of $64.10.

About Dimensional U.S. Targeted Value ETF

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.