Meritas Wealth Management LLC Has $24.56 Million Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Meritas Wealth Management LLC reduced its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 421,864 shares of the company’s stock after selling 9,756 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 12.2% of Meritas Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. Meritas Wealth Management LLC owned about 0.21% of Dimensional U.S. Targeted Value ETF worth $24,557,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Apollon Wealth Management LLC grew its position in Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. Apollon Wealth Management LLC now owns 17,131 shares of the company’s stock worth $924,000 after purchasing an additional 230 shares during the last quarter. Citizens Financial Group Inc. RI grew its stake in shares of Dimensional U.S. Targeted Value ETF by 4.7% in the 2nd quarter. Citizens Financial Group Inc. RI now owns 5,549 shares of the company’s stock valued at $299,000 after purchasing an additional 250 shares during the period. Silver Oak Securities Incorporated raised its stake in Dimensional U.S. Targeted Value ETF by 1.8% during the second quarter. Silver Oak Securities Incorporated now owns 14,973 shares of the company’s stock worth $808,000 after acquiring an additional 258 shares in the last quarter. US Bancorp DE increased its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the 2nd quarter. US Bancorp DE now owns 46,843 shares of the company’s stock worth $2,528,000 after purchasing an additional 258 shares in the last quarter. Finally, LongView Wealth Management increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.4% during the second quarter. LongView Wealth Management now owns 12,900 shares of the company’s stock worth $696,000 after buying an additional 300 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $60.64 on Tuesday. The business’s fifty day moving average is $58.22 and its two-hundred day moving average is $57.02. The firm has a market cap of $12.10 billion, a P/E ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $61.77.

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.