Life Planning Partners Inc Takes $5.96 Million Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Life Planning Partners Inc acquired a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 107,146 shares of the company’s stock, valued at approximately $5,964,000. Life Planning Partners Inc owned approximately 0.06% of Dimensional U.S. Targeted Value ETF as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently added to or reduced their stakes in the company. Stage Harbor Financial LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $379,000. Orion Portfolio Solutions LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 4.6% in the fourth quarter. Orion Portfolio Solutions LLC now owns 59,631 shares of the company’s stock worth $3,319,000 after purchasing an additional 2,621 shares during the last quarter. Frazier Financial Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF by 5.4% in the fourth quarter. Frazier Financial Advisors LLC now owns 3,789 shares of the company’s stock valued at $210,000 after purchasing an additional 194 shares in the last quarter. BCO Wealth Management LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $347,000. Finally, JPMorgan Chase & Co. grew its stake in Dimensional U.S. Targeted Value ETF by 77.7% in the 4th quarter. JPMorgan Chase & Co. now owns 461,497 shares of the company’s stock worth $25,687,000 after buying an additional 201,747 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $51.45 on Friday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $50.16 and a fifty-two week high of $61.75. The stock has a market cap of $10.04 billion, a P/E ratio of 13.05 and a beta of 1.05. The firm’s fifty day moving average price is $54.97 and its 200-day moving average price is $56.08.

Dimensional U.S. Targeted Value ETF Dividend Announcement

The company also recently declared a dividend, which was paid on Thursday, March 27th. Shareholders of record on Tuesday, March 25th were given a dividend of $0.1614 per share. The ex-dividend date of this dividend was Tuesday, March 25th.

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.