HBK Sorce Advisory LLC Makes New Investment in Dimensional U.S. Targeted Value ETF $DFAT

HBK Sorce Advisory LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 9,441 shares of the company’s stock, valued at approximately $562,000.

A number of other institutional investors have also recently modified their holdings of DFAT. Brighton Jones LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 22.3% during the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after acquiring an additional 3,799 shares during the period. Goldman Sachs Group Inc. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter valued at about $1,376,000. NewEdge Advisors LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock worth $5,347,000 after buying an additional 1,393 shares during the last quarter. Sei Investments Co. acquired a new stake in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth about $703,000. Finally, Main Street Financial Solutions LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock worth $2,264,000 after buying an additional 576 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 0.9%

DFAT stock opened at $67.58 on Wednesday. The business’s 50-day moving average is $64.77 and its 200 day moving average is $62.81. Dimensional U.S. Targeted Value ETF has a 12-month low of $51.19 and a 12-month high of $67.94. The stock has a market cap of $13.77 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99.

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.