Life Planning Partners Inc Takes Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Life Planning Partners Inc acquired a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 107,146 shares of the company’s stock, valued at approximately $5,964,000. Life Planning Partners Inc owned 0.06% of Dimensional U.S. Targeted Value ETF at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Beckerman Institutional LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 4.8% in the 4th quarter. Beckerman Institutional LLC now owns 35,699 shares of the company’s stock valued at $1,987,000 after buying an additional 1,634 shares during the period. Morris Financial Concepts Inc. raised its position in shares of Dimensional U.S. Targeted Value ETF by 5.2% during the 4th quarter. Morris Financial Concepts Inc. now owns 31,046 shares of the company’s stock valued at $1,728,000 after buying an additional 1,534 shares during the period. Tranquility Partners LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 7.1% in the fourth quarter. Tranquility Partners LLC now owns 5,248 shares of the company’s stock valued at $292,000 after acquiring an additional 349 shares during the last quarter. GEM Asset Management LLC grew its position in Dimensional U.S. Targeted Value ETF by 35.8% in the fourth quarter. GEM Asset Management LLC now owns 5,925 shares of the company’s stock worth $330,000 after acquiring an additional 1,562 shares during the period. Finally, TFB Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 7.2% during the fourth quarter. TFB Advisors LLC now owns 5,941 shares of the company’s stock worth $331,000 after acquiring an additional 397 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.8 %

NYSEARCA:DFAT opened at $56.85 on Friday. Dimensional U.S. Targeted Value ETF has a 52 week low of $50.16 and a 52 week high of $61.75. The stock’s fifty day moving average is $56.91 and its two-hundred day moving average is $56.18. The company has a market capitalization of $10.52 billion, a P/E ratio of 9.99 and a beta of 1.12.

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.