Dimensional U.S. Targeted Value ETF $DFAT is Libra Wealth LLC’s 6th Largest Position

Libra Wealth LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 19.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 311,986 shares of the company’s stock after buying an additional 50,612 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises about 5.5% of Libra Wealth LLC’s holdings, making the stock its 6th largest position. Libra Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $16,835,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Quantum Financial Planning Services Inc. grew its position in Dimensional U.S. Targeted Value ETF by 31.7% during the second quarter. Quantum Financial Planning Services Inc. now owns 68,237 shares of the company’s stock worth $3,682,000 after buying an additional 16,415 shares in the last quarter. Gibson Capital LLC grew its position in Dimensional U.S. Targeted Value ETF by 0.4% during the second quarter. Gibson Capital LLC now owns 97,523 shares of the company’s stock worth $5,262,000 after buying an additional 400 shares in the last quarter. Tranquility Partners LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 5.5% during the second quarter. Tranquility Partners LLC now owns 5,722 shares of the company’s stock worth $309,000 after purchasing an additional 300 shares during the last quarter. Apollon Wealth Management LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 1.4% during the second quarter. Apollon Wealth Management LLC now owns 17,131 shares of the company’s stock worth $924,000 after purchasing an additional 230 shares during the last quarter. Finally, Trust Co. of Toledo NA OH bought a new stake in Dimensional U.S. Targeted Value ETF during the second quarter worth about $27,000.

Dimensional U.S. Targeted Value ETF Stock Down 3.2%

Shares of DFAT stock opened at $55.75 on Friday. The business has a 50-day moving average price of $57.77 and a two-hundred day moving average price of $54.05. Dimensional U.S. Targeted Value ETF has a 12-month low of $44.01 and a 12-month high of $61.75. The firm has a market cap of $11.11 billion, a P/E ratio of 12.39 and a beta of 0.94.

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.