Dakota Wealth Management Reduces Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Dakota Wealth Management decreased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 10.7% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 15,475 shares of the company’s stock after selling 1,861 shares during the quarter. Dakota Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $835,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Berger Financial Group Inc grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 25.7% during the first quarter. Berger Financial Group Inc now owns 22,221 shares of the company’s stock worth $1,144,000 after purchasing an additional 4,549 shares during the last quarter. IFP Advisors Inc grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 9.2% during the first quarter. IFP Advisors Inc now owns 4,917 shares of the company’s stock worth $253,000 after purchasing an additional 414 shares during the last quarter. Dynamic Advisor Solutions LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.5% during the first quarter. Dynamic Advisor Solutions LLC now owns 15,772 shares of the company’s stock worth $812,000 after purchasing an additional 676 shares during the last quarter. Evanson Asset Management LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.4% during the second quarter. Evanson Asset Management LLC now owns 1,100,428 shares of the company’s stock worth $59,379,000 after purchasing an additional 14,942 shares during the last quarter. Finally, BlueSky Wealth Advisors LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.7% during the first quarter. BlueSky Wealth Advisors LLC now owns 283,068 shares of the company’s stock worth $14,575,000 after purchasing an additional 4,609 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $58.57 on Friday. The stock’s 50-day moving average is $57.26 and its two-hundred day moving average is $53.65. The firm has a market cap of $11.60 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $61.75.

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.