Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Purchased by BOS Asset Management LLC

BOS Asset Management LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 22,454 shares of the company’s stock after buying an additional 992 shares during the quarter. BOS Asset Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,250,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Valmark Advisers Inc. increased its holdings in Dimensional U.S. Targeted Value ETF by 2.8% during the 4th quarter. Valmark Advisers Inc. now owns 6,855 shares of the company’s stock worth $382,000 after purchasing an additional 184 shares during the period. Frazier Financial Advisors LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 5.4% in the 4th quarter. Frazier Financial Advisors LLC now owns 3,789 shares of the company’s stock valued at $210,000 after purchasing an additional 194 shares during the last quarter. LJI Wealth Management LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.4% in the 4th quarter. LJI Wealth Management LLC now owns 56,245 shares of the company’s stock valued at $3,131,000 after purchasing an additional 242 shares in the last quarter. Claris Advisors LLC MO lifted its position in shares of Dimensional U.S. Targeted Value ETF by 0.3% during the 4th quarter. Claris Advisors LLC MO now owns 80,881 shares of the company’s stock worth $4,502,000 after purchasing an additional 261 shares during the last quarter. Finally, Grand Wealth Management LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 1.6% during the fourth quarter. Grand Wealth Management LLC now owns 18,278 shares of the company’s stock worth $1,017,000 after purchasing an additional 281 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $47.38 on Friday. The firm has a market capitalization of $9.34 billion, a PE ratio of 12.09 and a beta of 1.05. The business’s fifty day moving average price is $51.68 and its 200 day moving average price is $55.25. Dimensional U.S. Targeted Value ETF has a 12 month low of $44.01 and a 12 month 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.