Dimensional U.S. Targeted Value ETF $DFAT Shares Purchased by Great Waters Wealth Management

Great Waters Wealth Management raised its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 734,847 shares of the company’s stock after purchasing an additional 44,391 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 5.1% of Great Waters Wealth Management’s holdings, making the stock its 6th biggest position. Great Waters Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $42,775,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Focus Partners Wealth increased its holdings in Dimensional U.S. Targeted Value ETF by 6.5% in the first 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 last quarter. EP Wealth Advisors LLC increased its stake in shares of 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 purchasing an additional 784,895 shares during the last quarter. Elser Financial Planning Inc bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter valued at $38,598,000. Forum Financial Management LP boosted its holdings in Dimensional U.S. Targeted Value ETF by 5.4% in the second quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock worth $504,718,000 after purchasing an additional 476,529 shares in the last quarter. Finally, Financial Harvest LLC bought a new position in Dimensional U.S. Targeted Value ETF during the second quarter valued at about $24,493,000.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT opened at $60.64 on Tuesday. The company has a market cap of $12.10 billion, a PE ratio of 12.39 and a beta of 1.04. The stock has a 50-day moving average of $58.22 and a 200-day moving average of $57.02. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $61.77.

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.