Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Position Raised by Jackson Thornton Wealth Management LLC

Jackson Thornton Wealth Management LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,954,177 shares of the company’s stock after buying an additional 95,256 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 20.8% of Jackson Thornton Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest position. Jackson Thornton Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $164,430,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of DFAT. Raymond James Financial Inc. bought a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $69,228,000. Elser Financial Planning Inc bought a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $39,304,000. Tumwater Wealth Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $30,702,000. Pure Financial Advisors LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 12.9% during the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock valued at $223,579,000 after buying an additional 458,509 shares during the last quarter. Finally, Financial Harvest LLC bought a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter worth approximately $22,206,000.

Dimensional U.S. Targeted Value ETF Stock Down 0.7 %

Shares of NYSEARCA:DFAT opened at $52.09 on Monday. Dimensional U.S. Targeted Value ETF has a 52-week low of $50.16 and a 52-week high of $61.75. The stock has a market cap of $10.16 billion, a P/E ratio of 13.05 and a beta of 1.05. The business’s 50 day moving average is $55.37 and its 200 day moving average is $56.11.

About Dimensional U.S. Targeted Value ETF

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.