Dimensional U.S. Targeted Value ETF $DFAT Shares Bought by Earned Wealth Advisors LLC

Earned Wealth Advisors LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 95.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,457,860 shares of the company’s stock after acquiring an additional 710,659 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 6.2% of Earned Wealth Advisors LLC’s holdings, making the stock its 2nd biggest position. Earned Wealth Advisors LLC owned about 0.72% of Dimensional U.S. Targeted Value ETF worth $86,801,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of DFAT. CoreFirst Bank & Trust acquired a new position in Dimensional U.S. Targeted Value ETF during the third quarter worth $26,000. CIBC Private Wealth Group LLC boosted its position in Dimensional U.S. Targeted Value ETF by 59.0% during the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after purchasing an additional 243 shares in the last quarter. IAG Wealth Partners LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 350.8% in the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock valued at $50,000 after purchasing an additional 663 shares during the last quarter. McIlrath & Eck LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 70.7% in the third quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock valued at $71,000 after buying an additional 507 shares in the last quarter. Finally, Retirement Wealth Solutions LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at $72,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.3%

NYSEARCA:DFAT opened at $62.64 on Thursday. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $67.46. The stock has a fifty day simple moving average of $63.87 and a 200-day simple moving average of $60.72. The company has a market capitalization of $12.80 billion, a PE ratio of 12.39 and a beta of 1.04.

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.