EverSource Wealth Advisors LLC Buys 13,822 Shares of Dimensional U.S. Targeted Value ETF $DFAT

EverSource Wealth Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 25.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 68,843 shares of the company’s stock after acquiring an additional 13,822 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,715,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. TFO Wealth Partners LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 6.6% during the 2nd quarter. TFO Wealth Partners LLC now owns 382,974 shares of the company’s stock valued at $20,665,000 after acquiring an additional 23,648 shares during the last quarter. Berger Financial Group Inc grew its stake in shares of Dimensional U.S. Targeted Value ETF by 25.7% during the first quarter. Berger Financial Group Inc now owns 22,221 shares of the company’s stock worth $1,144,000 after purchasing an additional 4,549 shares during the period. Stone Summit Wealth LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 28.8% in the second quarter. Stone Summit Wealth LLC now owns 14,815 shares of the company’s stock valued at $799,000 after purchasing an additional 3,315 shares during the last quarter. Clune & Associates LTD. lifted its stake in Dimensional U.S. Targeted Value ETF by 10.1% in the second quarter. Clune & Associates LTD. now owns 75,964 shares of the company’s stock valued at $4,099,000 after buying an additional 6,973 shares during the period. Finally, Willow Creek Wealth Management Inc. boosted its holdings in Dimensional U.S. Targeted Value ETF by 3.4% during the second quarter. Willow Creek Wealth Management Inc. now owns 2,099,217 shares of the company’s stock worth $113,274,000 after buying an additional 69,450 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.2%

Dimensional U.S. Targeted Value ETF stock opened at $59.72 on Friday. The firm has a market capitalization of $11.91 billion, a P/E ratio of 12.39 and a beta of 1.04. The business has a 50-day moving average of $57.64 and a 200-day moving average of $56.26. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $60.43.

About Dimensional U.S. Targeted Value ETF

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.