Focus Partners Wealth Has $678.39 Million Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Focus Partners Wealth lessened its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.3% during the 4th quarter, Holdings Channel reports. The firm owned 12,187,921 shares of the company’s stock after selling 35,930 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 1.8% of Focus Partners Wealth’s investment portfolio, making the stock its 6th biggest position. Focus Partners Wealth owned approximately 0.07% of Dimensional U.S. Targeted Value ETF worth $678,390,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. Raymond James Financial Inc. bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $69,228,000. Elser Financial Planning Inc acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $39,304,000. Tumwater Wealth Management LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $30,702,000. Pure Financial Advisors LLC raised its position in Dimensional U.S. Targeted Value ETF by 12.9% in the 4th quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock valued at $223,579,000 after purchasing an additional 458,509 shares during the last quarter. Finally, Financial Harvest LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter worth $22,206,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $51.23 on Friday. The stock’s fifty day moving average is $49.83 and its 200-day moving average is $54.62. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $61.75. The stock has a market capitalization of $10.04 billion, a PE ratio of 11.68 and a beta of 1.05.

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.