Dimensional U.S. Targeted Value ETF $DFAT Holdings Raised by Earned Wealth Advisors LLC

Earned Wealth Advisors LLC grew its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.6% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 1,495,511 shares of the company’s stock after buying an additional 37,651 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 6.2% of Earned Wealth Advisors LLC’s portfolio, making the stock its 2nd biggest position. Earned Wealth Advisors LLC owned approximately 0.73% of Dimensional U.S. Targeted Value ETF worth $93,395,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in DFAT. Brighton Jones LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 22.3% in the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after acquiring an additional 3,799 shares in the last quarter. Goldman Sachs Group Inc. acquired a new position in Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $1,376,000. NewEdge Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 1.4% during the 2nd quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock worth $5,347,000 after acquiring an additional 1,393 shares in the last quarter. Sei Investments Co. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at approximately $703,000. Finally, Main Street Financial Solutions LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock valued at $2,264,000 after purchasing an additional 576 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT opened at $70.61 on Monday. The firm has a market capitalization of $14.45 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. The firm’s fifty day simple moving average is $68.23 and its 200-day simple moving average is $65.48. Dimensional U.S. Targeted Value ETF has a twelve month low of $52.83 and a twelve month high of $71.39.

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.