Financial Harvest LLC Has $26.94 Million Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Financial Harvest LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.0% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 462,825 shares of the company’s stock after buying an additional 8,922 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 18.2% of Financial Harvest LLC’s portfolio, making the stock its largest holding. Financial Harvest LLC owned approximately 0.23% of Dimensional U.S. Targeted Value ETF worth $26,941,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Harbor Group Inc. purchased a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $202,000. Pioneer Wealth Management Group lifted its stake in Dimensional U.S. Targeted Value ETF by 12.6% in the 3rd quarter. Pioneer Wealth Management Group now owns 136,337 shares of the company’s stock worth $7,936,000 after purchasing an additional 15,214 shares in the last quarter. WestHill Financial Advisors Inc. bought a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $204,000. Rockwood Wealth Management LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 32.3% during the 3rd quarter. Rockwood Wealth Management LLC now owns 36,964 shares of the company’s stock valued at $2,152,000 after purchasing an additional 9,020 shares in the last quarter. Finally, Mills Wealth Advisors LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.6% in the third quarter. Mills Wealth Advisors LLC now owns 84,454 shares of the company’s stock worth $4,916,000 after purchasing an additional 3,714 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $60.40 on Monday. The company has a market capitalization of $12.05 billion, a PE ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $61.77. The business’s fifty day moving average is $58.14 and its 200 day moving average is $56.96.

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.