EverSource Wealth Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 25.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 68,843 shares of the company’s stock after buying an additional 13,822 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,715,000 at the end of the most recent quarter.
Several other institutional investors have also made changes to their positions in the company. Trust Co. of Toledo NA OH purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at approximately $27,000. Integrity Financial Corp WA acquired a new stake in Dimensional U.S. Targeted Value ETF during the 1st quarter valued at $36,000. Hantz Financial Services Inc. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the second quarter valued at $53,000. Ameritas Advisory Services LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the second quarter valued at $69,000. Finally, Huntington National Bank acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the second quarter worth $81,000.
Dimensional U.S. Targeted Value ETF Trading Down 0.2%
Shares of DFAT stock opened at $59.72 on Friday. The company has a market capitalization of $11.91 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $60.43. The stock’s fifty day simple moving average is $57.64 and its 200-day simple moving average is $56.26.
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.
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