Stone Summit Wealth LLC Raises Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Stone Summit Wealth LLC grew its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 28.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 14,815 shares of the company’s stock after acquiring an additional 3,315 shares during the quarter. Stone Summit Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $799,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the stock. Focus Partners Wealth boosted its holdings in Dimensional U.S. Targeted Value ETF by 6.5% in the first quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock worth $668,598,000 after acquiring an additional 797,094 shares in the last quarter. Focus Partners Advisor Solutions LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 2.0% in the first quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock worth $253,093,000 after acquiring an additional 95,097 shares in the last quarter. Pure Financial Advisors LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 6.3% in the first quarter. Pure Financial Advisors LLC now owns 4,269,836 shares of the company’s stock worth $219,854,000 after acquiring an additional 252,973 shares in the last quarter. EP Wealth Advisors LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 35.2% in the first quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock worth $155,304,000 after acquiring an additional 784,895 shares in the last quarter. Finally, Asset Dedication LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 0.9% in the first quarter. Asset Dedication LLC now owns 2,305,024 shares of the company’s stock worth $118,686,000 after acquiring an additional 20,455 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 1.1%

Dimensional U.S. Targeted Value ETF stock opened at $58.57 on Friday. The business’s fifty day simple moving average is $57.26 and its two-hundred day simple moving average is $53.65. Dimensional U.S. Targeted Value ETF has a 12 month low of $44.01 and a 12 month high of $61.75. The company has a market capitalization of $11.60 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94.

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.