OLIO Financial Planning Has $13.48 Million Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

OLIO Financial Planning grew its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 7.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 226,387 shares of the company’s stock after purchasing an additional 14,980 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 3.8% of OLIO Financial Planning’s investment portfolio, making the stock its 7th biggest holding. OLIO Financial Planning owned approximately 0.11% of Dimensional U.S. Targeted Value ETF worth $13,479,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the business. Long Island Wealth Management Inc. grew its position in Dimensional U.S. Targeted Value ETF by 31.7% in the fourth quarter. Long Island Wealth Management Inc. now owns 25,924 shares of the company’s stock valued at $1,543,000 after purchasing an additional 6,237 shares in the last quarter. HBE Wealth Management LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $2,021,000. Savvy Advisors Inc. acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $787,000. Maryland Capital Advisors Inc. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 10.5% during the 4th quarter. Maryland Capital Advisors Inc. now owns 83,791 shares of the company’s stock worth $4,989,000 after buying an additional 7,958 shares during the last quarter. Finally, Stratos Wealth Partners LTD. grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 15.5% in the 4th quarter. Stratos Wealth Partners LTD. now owns 128,304 shares of the company’s stock valued at $7,639,000 after acquiring an additional 17,226 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $62.76 on Monday. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $67.46. The company has a market cap of $12.73 billion, a P/E ratio of 12.39 and a beta of 1.04. The stock’s 50-day simple moving average is $63.83 and its 200 day simple moving average is $60.79.

About Dimensional U.S. Targeted Value ETF

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.