Juncture Wealth Strategies LLC Makes New Investment in Dimensional U.S. Targeted Value ETF $DFAT

Juncture Wealth Strategies LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 137,257 shares of the company’s stock, valued at approximately $9,119,000. Dimensional U.S. Targeted Value ETF accounts for about 2.3% of Juncture Wealth Strategies LLC’s investment portfolio, making the stock its 8th biggest position. Juncture Wealth Strategies LLC owned approximately 0.07% of Dimensional U.S. Targeted Value ETF at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in DFAT. Olistico Wealth LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 1.8% during the third quarter. Olistico Wealth LLC now owns 31,601 shares of the company’s stock worth $2,100,000 after acquiring an additional 565 shares during the period. QRG Capital Management Inc. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the second quarter valued at approximately $746,000. Envestnet Portfolio Solutions Inc. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the second quarter valued at approximately $280,000. Sequoia Financial Advisors LLC grew its stake in Dimensional U.S. Targeted Value ETF by 1.3% in the second quarter. Sequoia Financial Advisors LLC now owns 1,391,428 shares of the company’s stock worth $97,261,000 after purchasing an additional 18,136 shares in the last quarter. Finally, Summit Financial Strategies Inc. increased its holdings in Dimensional U.S. Targeted Value ETF by 5.8% during the 2nd quarter. Summit Financial Strategies Inc. now owns 472,327 shares of the company’s stock worth $33,016,000 after purchasing an additional 26,038 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT traded down $0.03 on Tuesday, reaching $67.96. 251,040 shares of the stock traded hands, compared to its average volume of 338,304. The company has a fifty day moving average price of $70.44 and a 200-day moving average price of $68.14. The company has a market cap of $13.98 billion, a price-to-earnings 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 Company 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.