Eclectic Associates Inc. ADV increased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 51.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 200,936 shares of the company’s stock after purchasing an additional 68,017 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 2.1% of Eclectic Associates Inc. ADV’s holdings, making the stock its 13th biggest holding. Eclectic Associates Inc. ADV owned approximately 0.10% of Dimensional U.S. Targeted Value ETF worth $11,696,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in DFAT. Apollon Wealth Management LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.4% during the second quarter. Apollon Wealth Management LLC now owns 17,131 shares of the company’s stock worth $924,000 after buying an additional 230 shares in the last quarter. Citizens Financial Group Inc. RI grew its position in Dimensional U.S. Targeted Value ETF by 4.7% during the 2nd quarter. Citizens Financial Group Inc. RI now owns 5,549 shares of the company’s stock worth $299,000 after acquiring an additional 250 shares during the last quarter. Silver Oak Securities Incorporated increased its holdings in Dimensional U.S. Targeted Value ETF by 1.8% during the 2nd quarter. Silver Oak Securities Incorporated now owns 14,973 shares of the company’s stock valued at $808,000 after purchasing an additional 258 shares in the last quarter. US Bancorp DE raised its position in Dimensional U.S. Targeted Value ETF by 0.6% in the 2nd quarter. US Bancorp DE now owns 46,843 shares of the company’s stock valued at $2,528,000 after purchasing an additional 258 shares during the last quarter. Finally, LongView Wealth Management raised its position in Dimensional U.S. Targeted Value ETF by 2.4% in the 2nd quarter. LongView Wealth Management now owns 12,900 shares of the company’s stock valued at $696,000 after purchasing an additional 300 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Stock Performance
Shares of DFAT stock opened at $60.40 on Friday. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $61.77. The stock has a market capitalization of $12.05 billion, a PE ratio of 12.39 and a beta of 1.04. The stock’s fifty day moving average is $58.05 and its 200-day moving average is $56.84.
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.
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