Great Waters Wealth Management increased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 3.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 853,409 shares of the company’s stock after purchasing an additional 30,020 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 5.6% of Great Waters Wealth Management’s investment portfolio, making the stock its 6th largest holding. Great Waters Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $53,295,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its position in Dimensional U.S. Targeted Value ETF by 22.3% in the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after acquiring an additional 3,799 shares in the last quarter. Goldman Sachs Group Inc. bought a new stake in Dimensional U.S. Targeted Value ETF during the first quarter worth approximately $1,376,000. NewEdge Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF by 1.4% in the second quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock worth $5,347,000 after buying an additional 1,393 shares during the last quarter. Sei Investments Co. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter valued at $703,000. Finally, Main Street Financial Solutions LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 1.4% during the 2nd quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock worth $2,264,000 after acquiring an additional 576 shares in the last quarter.
Dimensional U.S. Targeted Value ETF Stock Down 0.4%
NYSEARCA:DFAT opened at $68.32 on Wednesday. The stock has a fifty day simple moving average of $67.02 and a 200 day simple moving average of $64.29. The firm has a market capitalization of $13.92 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 1-year low of $52.83 and a 1-year high of $70.25.
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.
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