Earned Wealth Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 95.1% during the 4th quarter, Holdings Channel reports. The firm owned 1,457,860 shares of the company’s stock after buying an additional 710,659 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 6.2% of Earned Wealth Advisors LLC’s investment portfolio, making the stock its 2nd biggest holding. Earned Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $86,801,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors have also recently modified their holdings of the company. Focus Partners Wealth lifted its stake in Dimensional U.S. Targeted Value ETF by 3.8% in the 3rd quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock valued at $770,880,000 after buying an additional 485,231 shares in the last quarter. Forum Financial Management LP grew its holdings in Dimensional U.S. Targeted Value ETF by 4.3% during the 3rd quarter. Forum Financial Management LP now owns 9,753,142 shares of the company’s stock valued at $567,730,000 after buying an additional 399,577 shares during the last quarter. Index Fund Advisors Inc. increased its position in Dimensional U.S. Targeted Value ETF by 5.7% during the third quarter. Index Fund Advisors Inc. now owns 6,520,506 shares of the company’s stock worth $379,559,000 after buying an additional 349,087 shares in the last quarter. Savant Capital LLC increased its position in Dimensional U.S. Targeted Value ETF by 0.6% during the third quarter. Savant Capital LLC now owns 4,974,930 shares of the company’s stock worth $289,591,000 after buying an additional 29,718 shares in the last quarter. Finally, Pure Financial Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 7.8% in the third quarter. Pure Financial Advisors LLC now owns 4,959,303 shares of the company’s stock worth $288,681,000 after acquiring an additional 357,646 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Stock Up 0.3%
Shares of NYSEARCA:DFAT opened at $62.64 on Thursday. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $67.46. The stock’s fifty day simple moving average is $63.87 and its 200-day simple moving average is $60.72. The company has a market capitalization of $12.80 billion, a P/E ratio of 12.39 and a beta of 1.04.
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.
See Also
Want to see what other hedge funds are holding DFAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report).
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