Johnson Wealth Management LLC Takes Position in Dimensional U.S. Targeted Value ETF $DFAT

Johnson Wealth Management LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 55,410 shares of the company’s stock, valued at approximately $3,299,000. Dimensional U.S. Targeted Value ETF makes up about 1.6% of Johnson Wealth Management LLC’s investment portfolio, making the stock its 12th largest position.

Several other institutional investors also recently bought and sold shares of the company. Focus Partners Wealth boosted its stake in Dimensional U.S. Targeted Value ETF by 3.8% in the third quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock valued at $770,880,000 after acquiring an additional 485,231 shares in the last quarter. Forum Financial Management LP lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 4.7% during the fourth quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock worth $607,753,000 after buying an additional 454,334 shares during the period. Pure Financial Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 7.5% during the fourth quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock valued at $317,373,000 after purchasing an additional 371,114 shares during the period. Focus Partners Advisor Solutions LLC lifted its position in Dimensional U.S. Targeted Value ETF by 21.0% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock valued at $315,254,000 after purchasing an additional 919,456 shares during the period. Finally, Asset Dedication LLC lifted its position in Dimensional U.S. Targeted Value ETF by 3.5% during the fourth quarter. Asset Dedication LLC now owns 2,600,142 shares of the company’s stock valued at $154,812,000 after purchasing an additional 87,070 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA DFAT opened at $67.69 on Thursday. The company has a market capitalization of $13.80 billion, a PE ratio of 12.39 and a beta of 0.97. The company has a fifty day moving average of $66.08 and a 200 day moving average of $63.65. Dimensional U.S. Targeted Value ETF has a 1 year low of $52.27 and a 1 year high of $68.86.

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.