Berger Financial Group Inc Has $715,000 Stake in Dimensional U.S. Targeted Value ETF $DFAT

Berger Financial Group Inc lessened its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 40.4% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 13,243 shares of the company’s stock after selling 8,978 shares during the period. Berger Financial Group Inc’s holdings in Dimensional U.S. Targeted Value ETF were worth $715,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Focus Partners Wealth increased its stake 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 valued at $668,598,000 after purchasing an additional 797,094 shares in the last quarter. Focus Partners Advisor Solutions LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 2.0% in the 1st quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock valued at $253,093,000 after buying an additional 95,097 shares during the period. Pure Financial Advisors LLC increased its position in Dimensional U.S. Targeted Value ETF by 7.8% in the 2nd quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock valued at $248,305,000 after buying an additional 331,821 shares in the last quarter. EP Wealth Advisors LLC raised its stake 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. Finally, Asset Dedication LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 0.9% in the first quarter. Asset Dedication LLC now owns 2,305,024 shares of the company’s stock worth $118,686,000 after acquiring an additional 20,455 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $58.83 on Monday. The stock has a market capitalization of $11.71 billion, a PE ratio of 12.39 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $61.75. The stock has a 50 day moving average price of $57.49 and a two-hundred day moving average price of $53.88.

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.