Concurrent Investment Advisors LLC Acquires Shares of 4,585 Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Concurrent Investment Advisors LLC acquired a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 2nd quarter, Holdings Channel reports. The institutional investor acquired 4,585 shares of the company’s stock, valued at approximately $238,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Great Oak Capital Partners LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth approximately $48,866,000. Pure Financial Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 33.9% during the 2nd quarter. Pure Financial Advisors LLC now owns 2,760,747 shares of the company’s stock worth $143,200,000 after buying an additional 698,381 shares during the period. Elser Financial Planning Inc acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth approximately $28,634,000. Creative Planning grew its position in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the 4th quarter. Creative Planning now owns 13,638,740 shares of the company’s stock worth $713,715,000 after buying an additional 534,891 shares during the period. Finally, Conrad Siegel Investment Advisors Inc. grew its holdings in Dimensional U.S. Targeted Value ETF by 2,816.7% during the first quarter. Conrad Siegel Investment Advisors Inc. now owns 425,165 shares of the company’s stock valued at $23,142,000 after purchasing an additional 410,588 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT opened at $53.95 on Thursday. The stock has a market cap of $9.99 billion, a P/E ratio of 9.99 and a beta of 1.12. The firm has a 50 day moving average price of $53.89 and a 200 day moving average price of $52.92. Dimensional U.S. Targeted Value ETF has a 52-week low of $42.53 and a 52-week high of $58.09.

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.