Summit Financial Strategies Inc. raised its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 15.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 544,661 shares of the company’s stock after purchasing an additional 72,334 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 2.5% of Summit Financial Strategies Inc.’s investment portfolio, making the stock its 13th largest position. Summit Financial Strategies Inc. owned approximately 0.26% of Dimensional U.S. Targeted Value ETF worth $36,187,000 at the end of the most recent reporting period.
A number of other hedge funds have also modified their holdings of the company. Parallel Advisors LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 49.9% during the 1st quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock valued at $51,000 after purchasing an additional 270 shares during the period. BankChampaign National Association bought a new position in Dimensional U.S. Targeted Value ETF in the 1st quarter worth $129,000. Cassaday & Co Wealth Management LLC bought a new position in Dimensional U.S. Targeted Value ETF in the 1st quarter worth $193,000. Sage Rhino Capital LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 1st quarter worth $204,000. Finally, Northeast Planning Associates INC. NH purchased a new stake in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth $204,000.
Dimensional U.S. Targeted Value ETF Stock Down 0.9%
NYSEARCA:DFAT opened at $67.18 on Thursday. The business’s 50-day simple moving average is $69.88 and its two-hundred day simple moving average is $68.43. The stock has a market cap of $13.83 billion, a PE ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 52 week low of $55.12 and a 52 week high of $72.81.
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.
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