BetterWealth LLC Has $3.94 Million Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

BetterWealth LLC cut its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 72,294 shares of the company’s stock after selling 4,120 shares during the period. Dimensional U.S. Targeted Value ETF makes up 1.3% of BetterWealth LLC’s holdings, making the stock its 13th largest position. BetterWealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,935,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in the company. PNC Financial Services Group Inc. boosted its position in shares of Dimensional U.S. Targeted Value ETF by 434.0% during the third quarter. PNC Financial Services Group Inc. now owns 3,407 shares of the company’s stock worth $156,000 after buying an additional 2,769 shares during the period. Lakeshore Financial Planning Inc. acquired a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $14,347,000. Mercer Global Advisors Inc. ADV grew its stake in shares of Dimensional U.S. Targeted Value ETF by 9.4% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 2,691,662 shares of the company’s stock worth $122,982,000 after acquiring an additional 230,555 shares in the last quarter. Studio Investment Management LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 55.6% in the third quarter. Studio Investment Management LLC now owns 16,480 shares of the company’s stock valued at $753,000 after purchasing an additional 5,887 shares during the last quarter. Finally, Monograph Wealth Advisors LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 3.5% in the third quarter. Monograph Wealth Advisors LLC now owns 605,770 shares of the company’s stock worth $27,678,000 after purchasing an additional 20,338 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 0.1 %

DFAT traded down $0.03 during trading hours on Thursday, hitting $51.67. 114,688 shares of the company’s stock were exchanged, compared to its average volume of 240,463. The stock has a market cap of $9.56 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1-year low of $42.53 and a 1-year high of $54.64. The stock’s 50-day moving average is $52.52 and its two-hundred day moving average is $52.00.

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.