Dimensional U.S. Targeted Value ETF $DFAT Shares Bought by Phillips Financial Management LLC

Phillips Financial Management LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 7.8% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 763,549 shares of the company’s stock after purchasing an additional 55,406 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises about 2.9% of Phillips Financial Management LLC’s investment portfolio, making the stock its 8th biggest position. Phillips Financial Management LLC owned about 0.38% of Dimensional U.S. Targeted Value ETF worth $44,446,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Trust Co. of Toledo NA OH purchased a new position in Dimensional U.S. Targeted Value ETF during the second quarter worth about $27,000. Hantz Financial Services Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $53,000. McIlrath & Eck LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 70.7% during the 3rd quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock valued at $71,000 after acquiring an additional 507 shares during the last quarter. Retirement Wealth Solutions LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth about $72,000. Finally, Ameritas Advisory Services LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth about $69,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $62.51 on Friday. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $62.69. The firm has a 50 day moving average price of $59.11 and a 200 day moving average price of $57.74. The company has a market cap of $12.60 billion, a price-to-earnings 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.