Plancorp LLC Purchases 727,102 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Plancorp LLC purchased a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 727,102 shares of the company’s stock, valued at approximately $50,912,000. Dimensional U.S. Targeted Value ETF comprises approximately 1.2% of Plancorp LLC’s holdings, making the stock its 15th biggest position. Plancorp LLC owned about 0.35% of Dimensional U.S. Targeted Value ETF as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Avant Financial Advisors LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 3.1% in the third quarter. Avant Financial Advisors LLC now owns 43,476 shares of the company’s stock valued at $2,889,000 after acquiring an additional 1,327 shares during the period. Commonwealth Equity Services LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth about $6,275,000. Strategent Financial LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 17.8% during the 3rd quarter. Strategent Financial LLC now owns 60,723 shares of the company’s stock worth $4,034,000 after purchasing an additional 9,194 shares during the period. Chicago Partners Investment Group LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth about $1,091,000. Finally, Smallwood Wealth Investment Management LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 1,857.3% during the 3rd quarter. Smallwood Wealth Investment Management LLC now owns 6,048 shares of the company’s stock valued at $402,000 after purchasing an additional 5,739 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 0.3%

NYSEARCA:DFAT traded down $0.23 during mid-day trading on Friday, hitting $68.68. 290,534 shares of the stock traded hands, compared to its average volume of 334,239. Dimensional U.S. Targeted Value ETF has a 52 week low of $55.12 and a 52 week high of $72.81. The stock has a market capitalization of $14.16 billion, a price-to-earnings ratio of 12.39 and a beta of 0.98. The firm’s 50 day moving average is $69.01 and its two-hundred day moving average is $67.49.

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.