Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Holdings Lifted by Activest Wealth Management

Activest Wealth Management boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.0% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 144,017 shares of the company’s stock after purchasing an additional 2,806 shares during the period. Dimensional U.S. Targeted Value ETF makes up 2.5% of Activest Wealth Management’s investment portfolio, making the stock its 10th largest holding. Activest Wealth Management owned about 0.08% of Dimensional U.S. Targeted Value ETF worth $8,012,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Thurston Springer Miller Herd & Titak Inc. purchased a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at approximately $28,000. Bbjs Financial Advisors LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth $30,000. Iron Horse Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter worth about $32,000. WealthShield Partners LLC raised its position in Dimensional U.S. Targeted Value ETF by 134.2% during the second quarter. WealthShield Partners LLC now owns 712 shares of the company’s stock worth $37,000 after acquiring an additional 408 shares during the last quarter. Finally, Innealta Capital LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the second quarter valued at about $46,000.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT traded up $0.19 during trading on Thursday, hitting $58.20. The company’s stock had a trading volume of 229,810 shares, compared to its average volume of 239,433. The stock has a market cap of $10.77 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a twelve month low of $46.36 and a twelve month high of $60.41. The firm’s 50 day moving average price is $55.99 and its 200-day moving average price is $54.28.

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.