Focus Partners Advisor Solutions LLC Has $315.25 Million Stake in Dimensional U.S. Targeted Value ETF $DFAT

Focus Partners Advisor Solutions LLC boosted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 21.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,294,823 shares of the company’s stock after buying an additional 919,456 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 3.9% of Focus Partners Advisor Solutions LLC’s investment portfolio, making the stock its 5th largest position. Focus Partners Advisor Solutions LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $315,254,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. CoreFirst Bank & Trust bought a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at approximately $26,000. CIBC Private Wealth Group LLC raised its holdings 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 valued at $38,000 after buying an additional 243 shares during the last quarter. IAG Wealth Partners LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 350.8% in the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock valued at $50,000 after buying an additional 663 shares during the last quarter. Optima Capital LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at approximately $60,000. Finally, JPL Wealth Management LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at approximately $74,000.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $67.43 on Tuesday. The company has a market capitalization of $13.74 billion, a PE ratio of 12.39 and a beta of 0.97. The company has a 50 day simple moving average of $65.82 and a two-hundred day simple moving average of $63.48. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $52.27 and a fifty-two week high of $68.05.

Dimensional U.S. Targeted Value ETF Company 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.