OMNI 360 Wealth Inc. Has $5.90 Million Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

OMNI 360 Wealth Inc. grew its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.0% during the 1st quarter, Holdings Channel reports. The fund owned 108,324 shares of the company’s stock after buying an additional 4,187 shares during the period. Dimensional U.S. Targeted Value ETF comprises 4.8% of OMNI 360 Wealth Inc.’s portfolio, making the stock its 3rd biggest holding. OMNI 360 Wealth Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,896,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Morris Financial Concepts Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 56.8% during the 1st quarter. Morris Financial Concepts Inc. now owns 20,799 shares of the company’s stock worth $1,132,000 after acquiring an additional 7,538 shares during the period. Chico Wealth RIA purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter valued at $237,000. Aviance Capital Partners LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 27.3% in the 1st quarter. Aviance Capital Partners LLC now owns 39,292 shares of the company’s stock worth $2,139,000 after buying an additional 8,416 shares during the period. White Wing Wealth Management purchased a new stake in Dimensional U.S. Targeted Value ETF in the 1st quarter worth $2,582,000. Finally, 180 Wealth Advisors LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 6.1% during the first quarter. 180 Wealth Advisors LLC now owns 8,621 shares of the company’s stock valued at $469,000 after acquiring an additional 496 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT traded down $0.03 during mid-day trading on Wednesday, reaching $51.67. The company’s stock had a trading volume of 114,688 shares, compared to its average volume of 240,463. Dimensional U.S. Targeted Value ETF has a 52 week low of $42.53 and a 52 week high of $54.64. The stock has a fifty day moving average of $52.52 and a two-hundred day moving average of $52.00. The firm has a market capitalization of $9.56 billion, a PE ratio of 9.99 and a beta of 1.12.

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.