Spire Wealth Management Has $9.29 Million Position in Dimensional U.S. Targeted Value ETF $DFAT

Spire Wealth Management cut its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 172,106 shares of the company’s stock after selling 1,348 shares during the quarter. Spire Wealth Management owned approximately 0.09% of Dimensional U.S. Targeted Value ETF worth $9,287,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DFAT. Focus Partners Wealth lifted its holdings in Dimensional U.S. Targeted Value ETF by 6.5% during the 1st quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock worth $668,598,000 after buying an additional 797,094 shares during the period. EP Wealth Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 35.2% during the 1st quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock worth $155,304,000 after buying an additional 784,895 shares during the period. Elser Financial Planning Inc acquired a new position in Dimensional U.S. Targeted Value ETF during the 2nd quarter worth about $38,598,000. Liberty Wealth Management LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 343.5% during the 1st quarter. Liberty Wealth Management LLC now owns 617,873 shares of the company’s stock worth $31,814,000 after buying an additional 478,543 shares during the period. Finally, Forum Financial Management LP lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 5.4% in the 2nd quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock valued at $504,718,000 after purchasing an additional 476,529 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $57.16 on Thursday. The company has a market capitalization of $11.39 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. The business’s 50-day moving average is $58.28 and its 200-day moving average is $54.90. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $61.75.

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.