Dimensional U.S. Targeted Value ETF $DFAT Shares Bought by Studio Investment Management LLC

Studio Investment Management LLC lifted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 75,188 shares of the company’s stock after acquiring an additional 5,932 shares during the period. Studio Investment Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,057,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Berger Financial Group Inc boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 25.7% in the first quarter. Berger Financial Group Inc now owns 22,221 shares of the company’s stock valued at $1,144,000 after purchasing an additional 4,549 shares during the period. IFP Advisors Inc boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 9.2% in the first quarter. IFP Advisors Inc now owns 4,917 shares of the company’s stock valued at $253,000 after purchasing an additional 414 shares during the period. Stone Summit Wealth LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 28.8% in the second quarter. Stone Summit Wealth LLC now owns 14,815 shares of the company’s stock valued at $799,000 after purchasing an additional 3,315 shares during the period. Clune & Associates LTD. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 10.1% in the second quarter. Clune & Associates LTD. now owns 75,964 shares of the company’s stock valued at $4,099,000 after purchasing an additional 6,973 shares during the period. Finally, Willow Creek Wealth Management Inc. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 3.4% in the second quarter. Willow Creek Wealth Management Inc. now owns 2,099,217 shares of the company’s stock valued at $113,274,000 after purchasing an additional 69,450 shares during the period.

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

Shares of DFAT stock opened at $57.93 on Wednesday. The company has a market capitalization of $11.54 billion, a PE ratio of 12.39 and a beta of 0.94. The firm has a fifty day simple moving average of $58.14 and a 200-day simple moving average of $54.37. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $61.75.

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.