Efficient Advisors LLC Boosts Position in Dimensional U.S. Targeted Value ETF $DFAT

Efficient Advisors LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 14.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 165,281 shares of the company’s stock after buying an additional 20,365 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 0.6% of Efficient Advisors LLC’s portfolio, making the stock its 29th largest position. Efficient Advisors LLC owned about 0.08% of Dimensional U.S. Targeted Value ETF worth $9,841,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. Henrickson Nauta Wealth Advisors Inc. raised its stake in shares of Dimensional U.S. Targeted Value ETF by 134.0% in the 4th quarter. Henrickson Nauta Wealth Advisors Inc. now owns 712,009 shares of the company’s stock valued at $43,924,000 after acquiring an additional 407,790 shares during the period. Great Oak Capital Partners LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.5% during the 4th quarter. Great Oak Capital Partners LLC now owns 1,397,654 shares of the company’s stock valued at $83,901,000 after acquiring an additional 7,326 shares in the last quarter. Park Avenue Securities LLC boosted its position in Dimensional U.S. Targeted Value ETF by 12.3% during the 4th quarter. Park Avenue Securities LLC now owns 229,451 shares of the company’s stock worth $13,662,000 after purchasing an additional 25,187 shares during the period. GoalVest Advisory LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth $241,000. Finally, Aspen Wealth Management LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 3.2% in the 4th quarter. Aspen Wealth Management LLC now owns 524,971 shares of the company’s stock valued at $31,257,000 after purchasing an additional 16,469 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $60.34 on Friday. The business’s 50-day moving average is $64.02 and its two-hundred day moving average is $60.55. The firm has a market capitalization of $12.33 billion, a PE ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 12 month low of $44.01 and a 12 month high of $67.46.

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.