Dimensional U.S. Targeted Value ETF $DFAT Stock: Financial Harvest LLC Increases Holdings

Financial Harvest LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 561,422 shares of the company’s stock after buying an additional 23,348 shares during the period. Dimensional U.S. Targeted Value ETF makes up 17.6% of Financial Harvest LLC’s holdings, making the stock its largest position. Financial Harvest LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $37,301,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Maryland Capital Advisors Inc. raised its position in Dimensional U.S. Targeted Value ETF by 1.4% during the 3rd quarter. Maryland Capital Advisors Inc. now owns 85,594 shares of the company’s stock worth $5,687,000 after buying an additional 1,188 shares during the last quarter. Mather Group LLC. acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth about $8,912,000. Summit Financial Strategies Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 15.3% during the third quarter. Summit Financial Strategies Inc. now owns 544,661 shares of the company’s stock worth $36,187,000 after purchasing an additional 72,334 shares in the last quarter. Cliftonlarsonallen Wealth Advisors LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $752,000. Finally, Triumph Capital Management increased its stake in shares of Dimensional U.S. Targeted Value ETF by 4.3% in the 3rd quarter. Triumph Capital Management now owns 26,194 shares of the company’s stock worth $1,740,000 after acquiring an additional 1,084 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 1.4%

NYSEARCA DFAT opened at $68.09 on Friday. The stock has a market cap of $14.03 billion, a PE ratio of 12.39 and a beta of 0.99. The stock has a fifty day simple moving average of $69.81 and a 200-day simple moving average of $68.47. Dimensional U.S. Targeted Value ETF has a twelve month low of $55.12 and a twelve month high of $72.81.

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.