Jackson Thornton Wealth Management LLC Has $165.57 Million Position in Dimensional U.S. Targeted Value ETF $DFAT

Jackson Thornton Wealth Management LLC trimmed its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,836,023 shares of the company’s stock after selling 21,855 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 16.8% of Jackson Thornton Wealth Management LLC’s portfolio, making the stock its 2nd biggest holding. Jackson Thornton Wealth Management LLC owned 1.42% of Dimensional U.S. Targeted Value ETF worth $165,567,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in DFAT. Root Financial Partners LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 6.4% in the 3rd quarter. Root Financial Partners LLC now owns 30,187 shares of the company’s stock valued at $1,757,000 after acquiring an additional 1,826 shares in the last quarter. Arkadios Wealth Advisors grew its holdings in Dimensional U.S. Targeted Value ETF by 10.1% during the third quarter. Arkadios Wealth Advisors now owns 44,874 shares of the company’s stock valued at $2,612,000 after purchasing an additional 4,119 shares during the last quarter. Intrua Financial LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 33.0% in the third quarter. Intrua Financial LLC now owns 8,458 shares of the company’s stock valued at $492,000 after purchasing an additional 2,100 shares during the period. Beacon Financial Advisory LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 9.8% in the third quarter. Beacon Financial Advisory LLC now owns 11,050 shares of the company’s stock worth $643,000 after buying an additional 988 shares during the last quarter. Finally, Aviance Capital Partners LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.2% during the 3rd quarter. Aviance Capital Partners LLC now owns 71,219 shares of the company’s stock worth $4,146,000 after buying an additional 1,500 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 0.6%

NYSEARCA:DFAT opened at $63.19 on Tuesday. The firm has a market capitalization of $12.76 billion, a PE ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $63.67. The firm’s fifty day simple moving average is $59.84 and its 200 day simple moving average is $58.12.

About Dimensional U.S. Targeted Value ETF

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.