Dimensional U.S. Targeted Value ETF $DFAT Shares Purchased by Curio Wealth LLC

Curio Wealth LLC boosted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 125,467.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 57,761 shares of the company’s stock after acquiring an additional 57,715 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 1.4% of Curio Wealth LLC’s portfolio, making the stock its 15th largest position. Curio Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,117,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. Focus Partners Wealth raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 6.5% during the first quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock worth $668,598,000 after purchasing an additional 797,094 shares during the period. Forum Financial Management LP raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 5.4% during 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 during the period. Focus Partners Advisor Solutions LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 2.0% during the first quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock worth $253,093,000 after acquiring an additional 95,097 shares during the last quarter. Pure Financial Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 7.8% during the second quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock worth $248,305,000 after acquiring an additional 331,821 shares during the last quarter. Finally, EP Wealth Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 35.2% during the first quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock worth $155,304,000 after acquiring an additional 784,895 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $58.30 on Friday. The company has a 50-day simple moving average of $58.20 and a 200-day simple moving average of $54.57. The firm has a market capitalization of $11.62 billion, a P/E ratio of 12.39 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $61.75.

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.