Dimensional U.S. Targeted Value ETF $DFAT Stock Holdings Lifted by Willow Creek Wealth Management Inc.

Willow Creek Wealth Management Inc. raised its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.6% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,153,099 shares of the company’s stock after buying an additional 53,882 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 10.3% of Willow Creek Wealth Management Inc.’s investment portfolio, making the stock its biggest holding. Willow Creek Wealth Management Inc. owned approximately 1.08% of Dimensional U.S. Targeted Value ETF worth $125,332,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Caprock Group LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth about $1,748,000. TFO Wealth Partners LLC raised its position in 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 purchasing an additional 23,648 shares during the last quarter. Merit Financial Group LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 61.9% in the 3rd quarter. Merit Financial Group LLC now owns 40,251 shares of the company’s stock worth $2,343,000 after buying an additional 15,397 shares during the period. Discipline Wealth Solutions LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $717,000. Finally, HB Wealth Management LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 531.4% in the 3rd quarter. HB Wealth Management LLC now owns 66,579 shares of the company’s stock worth $3,876,000 after buying an additional 56,034 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.7%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $65.49 on Wednesday. The company has a market cap of $13.38 billion, a PE ratio of 12.39 and a beta of 1.04. The business has a 50 day moving average of $63.22 and a 200 day moving average of $59.88. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $67.46.

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.