Summit Wealth Partners LLC Acquires Shares of 3,966 Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Summit Wealth Partners LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 3,966 shares of the company’s stock, valued at approximately $221,000.

A number of other institutional investors also recently added to or reduced their stakes in DFAT. Pure Financial Advisors LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 33.9% during the second quarter. Pure Financial Advisors LLC now owns 2,760,747 shares of the company’s stock valued at $143,200,000 after purchasing an additional 698,381 shares in the last quarter. Creative Planning boosted its holdings in Dimensional U.S. Targeted Value ETF by 4.1% during the second quarter. Creative Planning now owns 14,250,654 shares of the company’s stock valued at $739,182,000 after purchasing an additional 555,638 shares in the last quarter. Elser Financial Planning Inc acquired a new stake in Dimensional U.S. Targeted Value ETF during the second quarter valued at approximately $28,634,000. Magnolia Capital Advisors LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $26,659,000. Finally, Simplicity Wealth LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $17,452,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $54.82 on Friday. The company has a market capitalization of $10.15 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a one year low of $43.91 and a one year high of $58.09. The business’s 50 day simple moving average is $54.91 and its 200-day simple moving average is $53.64.

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.