Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Purchased by BlueSky Wealth Advisors LLC

BlueSky Wealth Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 278,459 shares of the company’s stock after acquiring an additional 3,544 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 2.4% of BlueSky Wealth Advisors LLC’s holdings, making the stock its 12th biggest position. BlueSky Wealth Advisors LLC owned approximately 0.15% of Dimensional U.S. Targeted Value ETF worth $15,499,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in DFAT. Creative Planning grew its holdings in Dimensional U.S. Targeted Value ETF by 4.1% during the second quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after acquiring an additional 555,638 shares during the period. Forum Financial Management LP lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.8% during the third quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock valued at $488,619,000 after purchasing an additional 154,338 shares during the last quarter. Pure Financial Advisors LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 28.9% in the 3rd quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after purchasing an additional 797,607 shares during the period. Asset Dedication LLC increased its stake in Dimensional U.S. Targeted Value ETF by 4.3% in the 3rd quarter. Asset Dedication LLC now owns 2,193,323 shares of the company’s stock worth $122,015,000 after purchasing an additional 90,019 shares in the last quarter. Finally, RW Investment Management LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 4.0% during the 2nd quarter. RW Investment Management LLC now owns 1,889,949 shares of the company’s stock worth $98,032,000 after buying an additional 72,224 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $57.37 on Monday. The company has a 50-day moving average of $57.78 and a two-hundred day moving average of $55.77. The stock has a market cap of $10.62 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a one year low of $49.34 and a one year high of $61.75.

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.