Approach Retirement Advisors LLC Takes $642,000 Position in Dimensional U.S. Targeted Value ETF $DFAT

Approach Retirement Advisors LLC bought a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 10,781 shares of the company’s stock, valued at approximately $642,000.

A number of other hedge funds also recently modified their holdings of the business. Brighton Jones LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after acquiring an additional 3,799 shares during the last quarter. Goldman Sachs Group Inc. acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the first quarter worth $1,376,000. NewEdge Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the second quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock worth $5,347,000 after acquiring an additional 1,393 shares during the last quarter. Sei Investments Co. acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the second quarter worth $703,000. Finally, Main Street Financial Solutions LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the second quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock worth $2,264,000 after acquiring an additional 576 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.2%

NYSEARCA DFAT opened at $66.49 on Friday. Dimensional U.S. Targeted Value ETF has a 1-year low of $48.10 and a 1-year high of $67.46. The company has a market capitalization of $13.52 billion, a PE ratio of 12.39 and a beta of 1.01. The firm’s fifty day simple moving average is $63.92 and its 200-day simple moving average is $61.46.

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.