Dimensional U.S. Targeted Value ETF $DFAT Stock: Sensible Money LLC Grows Stake

Sensible Money LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,145,671 shares of the company’s stock after acquiring an additional 54,272 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 19.6% of Sensible Money LLC’s portfolio, making the stock its 2nd largest holding. Sensible Money LLC owned 0.55% of Dimensional U.S. Targeted Value ETF worth $76,118,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Evanson Financial LLC bought a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth $76,192,000. Apella Capital LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 29.3% during the first quarter. Apella Capital LLC now owns 2,132,827 shares of the company’s stock valued at $141,257,000 after purchasing an additional 483,687 shares during the period. Forvis Mazars Wealth Advisors LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the third quarter worth about $27,819,000. Bank of America Corp DE increased its position in Dimensional U.S. Targeted Value ETF by 17.3% in the first quarter. Bank of America Corp DE now owns 1,531,232 shares of the company’s stock worth $95,625,000 after buying an additional 225,621 shares in the last quarter. Finally, Navigation Group LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the first quarter worth about $12,051,000.

Dimensional U.S. Targeted Value ETF Stock Up 1.2%

NYSEARCA DFAT opened at $68.49 on Wednesday. Dimensional U.S. Targeted Value ETF has a 52 week low of $55.12 and a 52 week high of $72.81. The company has a market capitalization of $14.31 billion, a P/E ratio of 12.39 and a beta of 0.99. The stock’s 50-day moving average price is $69.57 and its 200-day moving average price is $68.60.

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.