Francis Financial Inc. Buys New Position in Dimensional U.S. Targeted Value ETF $DFAT

Francis Financial Inc. bought a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 11,409 shares of the company’s stock, valued at approximately $679,000.

Several other hedge funds have also recently added to or reduced their stakes in the business. Cary Street Partners Financial LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 1.3% during the 4th quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock valued at $831,000 after purchasing an additional 175 shares during the period. Accurate Wealth Management LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 3.0% during the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock valued at $439,000 after purchasing an additional 202 shares during the period. Mutual Advisors LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 0.6% during the 4th quarter. Mutual Advisors LLC now owns 37,208 shares of the company’s stock valued at $2,215,000 after purchasing an additional 224 shares during the period. Brookwood Investment Group LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 4.6% during the 4th quarter. Brookwood Investment Group LLC now owns 5,304 shares of the company’s stock valued at $316,000 after purchasing an additional 232 shares during the period. Finally, CIBC Private Wealth Group LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 59.0% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Down 1.1%

Shares of NYSEARCA:DFAT opened at $67.12 on Friday. The business has a 50 day moving average price of $65.72 and a 200 day moving average price of $63.34. Dimensional U.S. Targeted Value ETF has a twelve month low of $52.27 and a twelve month high of $68.05. The company has a market cap of $13.68 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97.

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.