Dimensional U.S. Targeted Value ETF $DFAT Stock Holdings Lifted by Great Waters Wealth Management

Great Waters Wealth Management lifted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 734,847 shares of the company’s stock after acquiring an additional 44,391 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 5.1% of Great Waters Wealth Management’s holdings, making the stock its 6th biggest holding. Great Waters Wealth Management owned 0.37% of Dimensional U.S. Targeted Value ETF worth $42,775,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DFAT. Prism Advisors Inc. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth $17,321,000. Farther Finance Advisors LLC raised its position in Dimensional U.S. Targeted Value ETF by 46.7% during the third quarter. Farther Finance Advisors LLC now owns 145,940 shares of the company’s stock valued at $8,495,000 after buying an additional 46,438 shares during the period. Quantum Financial Planning Services Inc. lifted its stake in Dimensional U.S. Targeted Value ETF by 13.9% in the 3rd quarter. Quantum Financial Planning Services Inc. now owns 77,704 shares of the company’s stock worth $4,523,000 after acquiring an additional 9,467 shares in the last quarter. Elevation Wealth Partners LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 7.3% in the 3rd quarter. Elevation Wealth Partners LLC now owns 41,994 shares of the company’s stock worth $2,444,000 after acquiring an additional 2,859 shares in the last quarter. Finally, LongView Wealth Management grew its stake in Dimensional U.S. Targeted Value ETF by 9.3% during the 3rd quarter. LongView Wealth Management now owns 14,100 shares of the company’s stock valued at $821,000 after acquiring an additional 1,200 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $60.64 on Tuesday. The business’s 50-day moving average is $58.22 and its 200-day moving average is $57.02. The company has a market capitalization of $12.10 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week high of $61.77.

Dimensional U.S. Targeted Value ETF 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.