AE Wealth Management LLC Buys 68,221 Shares of Dimensional U.S. Targeted Value ETF $DFAT

AE Wealth Management LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 17.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 465,775 shares of the company’s stock after purchasing an additional 68,221 shares during the quarter. AE Wealth Management LLC owned 0.23% of Dimensional U.S. Targeted Value ETF worth $25,133,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Focus Partners Wealth lifted its position in shares of Dimensional U.S. Targeted Value ETF by 6.5% in the 1st quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock worth $668,598,000 after purchasing an additional 797,094 shares during the period. EP Wealth Advisors LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 35.2% during the first quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock worth $155,304,000 after buying an additional 784,895 shares during the period. Elser Financial Planning Inc bought a new position in Dimensional U.S. Targeted Value ETF during the second quarter worth $38,598,000. Liberty Wealth Management LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 343.5% in the first quarter. Liberty Wealth Management LLC now owns 617,873 shares of the company’s stock valued at $31,814,000 after buying an additional 478,543 shares during the period. Finally, Forum Financial Management LP lifted its holdings in Dimensional U.S. Targeted Value ETF by 5.4% in the second quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock valued at $504,718,000 after buying an additional 476,529 shares during the period.

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

Shares of Dimensional U.S. Targeted Value ETF stock opened at $57.02 on Friday. The business has a 50-day moving average price of $58.06 and a two-hundred day moving average price of $55.32. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $61.75. The company has a market cap of $11.38 billion, a P/E ratio of 12.39 and a beta of 1.04.

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.