Generations Wealth LLC Purchases New Position in Dimensional U.S. Targeted Value ETF $DFAT

Generations Wealth LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, Holdings Channel reports. The fund purchased 47,775 shares of the company’s stock, valued at approximately $2,845,000. Dimensional U.S. Targeted Value ETF accounts for about 2.9% of Generations Wealth LLC’s holdings, making the stock its 9th largest position.

Several other institutional investors have also recently added to or reduced their stakes in the company. Focus Partners Wealth lifted its holdings in Dimensional U.S. Targeted Value ETF by 3.8% during the 3rd quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock valued at $770,880,000 after purchasing an additional 485,231 shares during the last quarter. Forum Financial Management LP lifted its holdings in Dimensional U.S. Targeted Value ETF by 4.7% during the 4th quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock valued at $607,753,000 after purchasing an additional 454,334 shares during the last quarter. Pure Financial Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 7.5% during the 4th quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock valued at $317,373,000 after purchasing an additional 371,114 shares during the last quarter. Focus Partners Advisor Solutions LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 21.0% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock valued at $315,254,000 after purchasing an additional 919,456 shares during the last quarter. Finally, Asset Dedication LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 3.5% during the 4th quarter. Asset Dedication LLC now owns 2,600,142 shares of the company’s stock valued at $154,812,000 after purchasing an additional 87,070 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 1.0%

Shares of DFAT stock opened at $69.58 on Friday. Dimensional U.S. Targeted Value ETF has a 12-month low of $52.27 and a 12-month high of $69.87. The company has a market capitalization of $14.18 billion, a P/E ratio of 12.39 and a beta of 0.97. The firm has a 50-day moving average price of $66.35 and a 200 day moving average price of $63.78.

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.