Great Oak Capital Partners LLC Raises Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Great Oak Capital Partners LLC grew its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,204,295 shares of the company’s stock after buying an additional 20,943 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 23.0% of Great Oak Capital Partners LLC’s holdings, making the stock its biggest holding. Great Oak Capital Partners LLC owned 0.65% of Dimensional U.S. Targeted Value ETF worth $66,489,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in DFAT. ShankerValleau Wealth Advisors Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 1.3% during the third quarter. ShankerValleau Wealth Advisors Inc. now owns 193,869 shares of the company’s stock worth $10,785,000 after buying an additional 2,445 shares during the period. Brookstone Capital Management boosted its position in Dimensional U.S. Targeted Value ETF by 5.2% during the third quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock valued at $227,000 after acquiring an additional 202 shares during the last quarter. Dynamic Advisor Solutions LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 13.1% during the 3rd quarter. Dynamic Advisor Solutions LLC now owns 15,301 shares of the company’s stock worth $851,000 after acquiring an additional 1,772 shares during the period. Pioneer Wealth Management Group raised its position in shares of Dimensional U.S. Targeted Value ETF by 7.2% in the 3rd quarter. Pioneer Wealth Management Group now owns 98,106 shares of the company’s stock worth $5,458,000 after acquiring an additional 6,598 shares in the last quarter. Finally, ZRC Wealth Management LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 24.1% in the 3rd quarter. ZRC Wealth Management LLC now owns 41,297 shares of the company’s stock valued at $2,297,000 after purchasing an additional 8,027 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock traded up $0.21 on Wednesday, hitting $54.87. 16,869 shares of the company’s stock traded hands, compared to its average volume of 237,653. The company has a market capitalization of $10.16 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The company has a fifty day moving average of $54.19 and a two-hundred day moving average of $53.34. Dimensional U.S. Targeted Value ETF has a one year low of $42.53 and a one year high of $58.09.

Dimensional U.S. Targeted Value ETF 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.