Poinciana Advisors Group LLC Invests $1.78 Million in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Poinciana Advisors Group LLC bought a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 31,986 shares of the company’s stock, valued at approximately $1,780,000. Dimensional U.S. Targeted Value ETF makes up approximately 1.8% of Poinciana Advisors Group LLC’s investment portfolio, making the stock its 13th largest position.

Several other large investors have also recently modified their holdings of the business. Valmark Advisers Inc. grew its stake in Dimensional U.S. Targeted Value ETF by 2.8% during the fourth quarter. Valmark Advisers Inc. now owns 6,855 shares of the company’s stock valued at $382,000 after acquiring an additional 184 shares in the last quarter. LJI Wealth Management LLC grew its stake in Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. LJI Wealth Management LLC now owns 56,245 shares of the company’s stock valued at $3,131,000 after acquiring an additional 242 shares in the last quarter. Claris Advisors LLC MO grew its stake in Dimensional U.S. Targeted Value ETF by 0.3% during the fourth quarter. Claris Advisors LLC MO now owns 80,881 shares of the company’s stock valued at $4,502,000 after acquiring an additional 261 shares in the last quarter. Mason Investment Advisory Services Inc. grew its stake in Dimensional U.S. Targeted Value ETF by 0.3% during the fourth quarter. Mason Investment Advisory Services Inc. now owns 118,750 shares of the company’s stock valued at $6,610,000 after acquiring an additional 297 shares in the last quarter. Finally, Aspect Partners LLC grew its stake in Dimensional U.S. Targeted Value ETF by 151.9% during the fourth quarter. Aspect Partners LLC now owns 519 shares of the company’s stock valued at $29,000 after acquiring an additional 313 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 2.5 %

Shares of NYSEARCA:DFAT opened at $51.68 on Friday. The company has a 50 day moving average of $55.68 and a 200 day moving average of $56.19. The stock has a market cap of $10.11 billion, a P/E ratio of 13.23 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.16 and a 12 month high of $61.75.

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.