Donalies Financial Planning LLC Makes New $767,000 Investment in Dimensional U.S. Targeted Value ETF $DFAT

Donalies Financial Planning LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 12,877 shares of the company’s stock, valued at approximately $767,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Focus Partners Wealth grew its position in shares of 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 worth $790,941,000 after buying an additional 40,703 shares in the last quarter. Forum Financial Management LP grew 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 buying an additional 454,334 shares in the last quarter. Pure Financial Advisors LLC grew its position in shares of 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 buying an additional 371,114 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% 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 in the last quarter. Finally, Asset Dedication LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 3.5% during the fourth quarter. Asset Dedication LLC now owns 2,600,142 shares of the company’s stock worth $154,812,000 after buying an additional 87,070 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $68.99 on Wednesday. Dimensional U.S. Targeted Value ETF has a one year low of $52.27 and a one year high of $70.25. The company has a market cap of $14.06 billion, a PE ratio of 12.39 and a beta of 0.97. The business has a 50-day simple moving average of $66.60 and a 200-day simple moving average of $63.97.

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.