Dimensional U.S. Targeted Value ETF $DFAT Shares Purchased by Great Waters Wealth Management

Great Waters Wealth Management lifted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.1% in the third quarter, HoldingsChannel reports. The institutional investor owned 942,310 shares of the company’s stock after buying an additional 53,953 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 5.6% of Great Waters Wealth Management’s holdings, making the stock its 6th largest holding. Great Waters Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $62,607,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the stock. Juncture Wealth Strategies LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at about $9,119,000. Olistico Wealth LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 1.8% in the third quarter. Olistico Wealth LLC now owns 31,601 shares of the company’s stock valued at $2,100,000 after buying an additional 565 shares in the last quarter. QRG Capital Management Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF during the second quarter worth approximately $746,000. Envestnet Portfolio Solutions Inc. bought a new position in Dimensional U.S. Targeted Value ETF during the 2nd quarter worth $280,000. Finally, Sequoia Financial Advisors LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 1.3% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 1,391,428 shares of the company’s stock valued at $97,261,000 after acquiring an additional 18,136 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock traded down $0.86 on Wednesday, hitting $67.09. 150,736 shares of the company’s stock were exchanged, compared to its average volume of 337,304. The company has a 50 day moving average of $70.37 and a 200 day moving average of $68.19. The stock has a market cap of $13.81 billion, a P/E ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 12 month low of $55.12 and a 12 month high of $72.81.

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.