Dimensional U.S. Targeted Value ETF $DFAT Stock Holdings Raised by Henrickson Nauta Wealth Advisors Inc.

Henrickson Nauta Wealth Advisors Inc. grew its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 134.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 712,009 shares of the company’s stock after purchasing an additional 407,790 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 6.5% of Henrickson Nauta Wealth Advisors Inc.’s holdings, making the stock its 4th largest holding. Henrickson Nauta Wealth Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $43,924,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. CoreFirst Bank & Trust purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at about $26,000. CIBC Private Wealth Group LLC lifted its position in Dimensional U.S. Targeted Value ETF by 59.0% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after buying an additional 243 shares during the last quarter. IAG Wealth Partners LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 350.8% in the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after buying an additional 663 shares in the last quarter. McIlrath & Eck LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 70.7% in the third quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock worth $71,000 after buying an additional 507 shares in the last quarter. Finally, Retirement Wealth Solutions LLC bought a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $72,000.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT stock opened at $60.34 on Friday. The company has a market capitalization of $12.33 billion, a PE ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $67.46. The company’s 50 day moving average price is $64.02 and its two-hundred day moving average price is $60.55.

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.