Francis Financial Inc. Takes Position in Dimensional U.S. Targeted Value ETF $DFAT

Francis Financial Inc. bought a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 11,409 shares of the company’s stock, valued at approximately $679,000.

Other hedge funds have also modified their holdings of the company. Cary Street Partners Financial LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 1.3% in the 4th quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock worth $831,000 after acquiring an additional 175 shares in the last quarter. Accurate Wealth Management LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 3.0% in the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after acquiring an additional 202 shares in the last quarter. Mutual Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 0.6% in the 4th quarter. Mutual Advisors LLC now owns 37,208 shares of the company’s stock worth $2,215,000 after acquiring an additional 224 shares in the last quarter. Brookwood Investment Group LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 4.6% in the 4th quarter. Brookwood Investment Group LLC now owns 5,304 shares of the company’s stock worth $316,000 after acquiring an additional 232 shares in the last quarter. Finally, CIBC Private Wealth Group LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 59.0% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after acquiring an additional 243 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 1.1%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $67.12 on Friday. The stock has a 50-day moving average price of $65.72 and a 200 day moving average price of $63.34. The company has a market cap of $13.68 billion, a P/E ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 1 year low of $52.27 and a 1 year high of $68.05.

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.