Henrickson Nauta Wealth Advisors Inc. Grows Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Henrickson Nauta Wealth Advisors Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 134.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 712,009 shares of the company’s stock after buying an additional 407,790 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 6.5% of Henrickson Nauta Wealth Advisors Inc.’s holdings, making the stock its 4th largest holding. Henrickson Nauta Wealth Advisors Inc. owned 0.35% of Dimensional U.S. Targeted Value ETF worth $43,924,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in DFAT. Focus Partners Wealth raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 3.8% in the 3rd quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock valued at $770,880,000 after acquiring an additional 485,231 shares in the last quarter. Forum Financial Management LP grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.3% during the third quarter. Forum Financial Management LP now owns 9,753,142 shares of the company’s stock worth $567,730,000 after purchasing an additional 399,577 shares in the last quarter. Index Fund Advisors Inc. grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 5.7% during the third quarter. Index Fund Advisors Inc. now owns 6,520,506 shares of the company’s stock worth $379,559,000 after purchasing an additional 349,087 shares in the last quarter. Savant Capital LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the third quarter. Savant Capital LLC now owns 4,974,930 shares of the company’s stock worth $289,591,000 after purchasing an additional 29,718 shares during the last quarter. Finally, Pure Financial Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF by 7.8% in the third quarter. Pure Financial Advisors LLC now owns 4,959,303 shares of the company’s stock valued at $288,681,000 after purchasing an additional 357,646 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $60.34 on Friday. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $67.46. The firm has a market cap of $12.33 billion, a PE ratio of 12.39 and a beta of 1.04. The company has a 50 day simple moving average of $64.02 and a two-hundred day simple moving average of $60.55.

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.