Professional Financial Solutions LLC ADV Buys Shares of 230,359 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) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm 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 biggest holding. Professional Financial Solutions LLC ADV owned 0.11% of Dimensional U.S. Targeted Value ETF as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in DFAT. Focus Partners Wealth increased its holdings 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 purchasing an additional 40,703 shares during the last quarter. Forum Financial Management LP lifted its stake in 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 purchasing an additional 454,334 shares in the last quarter. Pure Financial Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 7.5% during the fourth quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock worth $317,373,000 after purchasing an additional 371,114 shares in the last quarter. Focus Partners Advisor Solutions LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 21.0% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock worth $315,254,000 after buying an additional 919,456 shares during the period. Finally, EP Wealth Advisors LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth $249,084,000.

Dimensional U.S. Targeted Value ETF Trading Up 0.8%

Shares of NYSEARCA DFAT opened at $68.48 on Friday. Dimensional U.S. Targeted Value ETF has a twelve month low of $52.27 and a twelve month high of $70.25. The stock has a fifty day simple moving average of $66.80 and a 200-day simple moving average of $64.10. The stock has a market capitalization of $13.96 billion, a PE 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.