Exencial Wealth Advisors LLC Grows Stake in Dimensional U.S. Targeted Value ETF $DFAT

Exencial Wealth Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 7.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 392,013 shares of the company’s stock after purchasing an additional 28,855 shares during the quarter. Exencial Wealth Advisors LLC owned about 0.20% of Dimensional U.S. Targeted Value ETF worth $21,153,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in DFAT. Rossby Financial LCC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the first quarter worth $26,000. Trust Co. of Toledo NA OH acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth $27,000. Integrity Financial Corp WA acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the first quarter worth $36,000. Albion Financial Group UT acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the first quarter worth $67,000. Finally, Ameritas Advisory Services LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth $69,000.

Dimensional U.S. Targeted Value ETF Trading Up 0.5%

NYSEARCA:DFAT opened at $57.93 on Wednesday. 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 fifty day simple moving average of $58.14 and a 200-day simple moving average of $54.37. The company has a market capitalization of $11.54 billion, a P/E ratio of 12.39 and a beta of 0.94.

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.