Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stock Holdings Raised by ShankerValleau Wealth Advisors Inc.

ShankerValleau Wealth Advisors Inc. raised its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.5% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 191,424 shares of the company’s stock after purchasing an additional 883 shares during the period. Dimensional U.S. Targeted Value ETF makes up approximately 4.3% of ShankerValleau Wealth Advisors Inc.’s holdings, making the stock its 8th largest holding. ShankerValleau Wealth Advisors Inc. owned approximately 0.10% of Dimensional U.S. Targeted Value ETF worth $9,929,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in DFAT. Signature Resources Capital Management LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $27,000. Trifecta Capital Advisors LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 281.8% in the fourth quarter. Trifecta Capital Advisors LLC now owns 1,512 shares of the company’s stock worth $79,000 after buying an additional 1,116 shares during the period. EdgeRock Capital LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $117,000. National Bank of Canada FI purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $151,000. Finally, Angeles Wealth Management LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 327.9% in the first quarter. Angeles Wealth Management LLC now owns 3,158 shares of the company’s stock worth $172,000 after buying an additional 2,420 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT traded down $1.98 during trading hours on Friday, hitting $53.27. The company’s stock had a trading volume of 280,801 shares, compared to its average volume of 244,440. The stock has a market cap of $9.86 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12 month low of $42.53 and a 12 month high of $58.09. The business has a 50-day simple moving average of $53.12 and a 200-day simple moving average of $52.47.

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.