137,257 Shares in Dimensional U.S. Targeted Value ETF $DFAT Acquired by Juncture Wealth Strategies LLC

Juncture Wealth Strategies LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 137,257 shares of the company’s stock, valued at approximately $9,119,000. Dimensional U.S. Targeted Value ETF makes up about 2.3% of Juncture Wealth Strategies LLC’s portfolio, making the stock its 8th biggest position.

Other institutional investors and hedge funds have also made changes to their positions in the company. Focus Partners Wealth boosted its position in Dimensional U.S. Targeted Value ETF by 0.3% during the fourth 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 in the last quarter. Forum Financial Management LP boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 1st quarter. Forum Financial Management LP now owns 10,349,578 shares of the company’s stock valued at $646,331,000 after buying an additional 142,102 shares in the last quarter. Focus Partners Advisor Solutions LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 21.0% in the 4th 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 last quarter. Corient Private Wealth LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 208.5% during the 4th quarter. Corient Private Wealth LLC now owns 2,724,033 shares of the company’s stock worth $162,189,000 after acquiring an additional 1,841,154 shares in the last quarter. Finally, Apella Capital LLC lifted its position in Dimensional U.S. Targeted Value ETF by 29.3% during the first quarter. Apella Capital LLC now owns 2,132,827 shares of the company’s stock valued at $141,257,000 after acquiring an additional 483,687 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT traded down $0.03 during trading on Tuesday, hitting $67.96. The stock had a trading volume of 251,040 shares, compared to its average volume of 338,304. The stock has a 50 day simple moving average of $70.44 and a two-hundred day simple moving average of $68.14. Dimensional U.S. Targeted Value ETF has a twelve month low of $55.12 and a twelve month high of $72.81. The company has a market capitalization of $13.98 billion, a PE ratio of 12.39 and a beta of 0.99.

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.