Dimensional U.S. Targeted Value ETF $DFAT Stock Holdings Increased by Eclectic Associates Inc. ADV

Eclectic Associates Inc. ADV increased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 369,252 shares of the company’s stock after purchasing an additional 19,607 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 2.9% of Eclectic Associates Inc. ADV’s portfolio, making the stock its 11th largest position. Eclectic Associates Inc. ADV’s holdings in Dimensional U.S. Targeted Value ETF were worth $25,811,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. EP Wealth Advisors LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at approximately $249,084,000. Corient Private Wealth LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 208.5% during the 4th quarter. Corient Private Wealth LLC now owns 2,724,033 shares of the company’s stock valued at $162,189,000 after buying an additional 1,841,154 shares during the period. Smartleaf Asset Management LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 8,960.0% during the 4th quarter. Smartleaf Asset Management LLC now owns 1,419,609 shares of the company’s stock valued at $85,390,000 after buying an additional 1,403,940 shares during the period. Focus Partners Advisor Solutions LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 21.0% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock valued at $315,254,000 after acquiring an additional 919,456 shares in the last quarter. Finally, Richard Young Associates Ltd. purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $32,968,000.

Dimensional U.S. Targeted Value ETF Trading Down 0.5%

NYSEARCA DFAT opened at $71.66 on Friday. Dimensional U.S. Targeted Value ETF has a 1-year low of $54.11 and a 1-year high of $72.80. The firm’s fifty day simple moving average is $69.50 and its 200-day simple moving average is $66.41. The company has a market capitalization of $14.66 billion, a PE ratio of 12.39 and a beta of 0.97.

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.