Sensible Money LLC Boosts Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Sensible Money LLC lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 748,877 shares of the company’s stock after buying an additional 23,554 shares during the period. Dimensional U.S. Targeted Value ETF comprises 18.2% of Sensible Money LLC’s portfolio, making the stock its 2nd biggest holding. Sensible Money LLC owned approximately 0.40% of Dimensional U.S. Targeted Value ETF worth $41,660,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. B.O.S.S. Retirement Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 16.1% in the third quarter. B.O.S.S. Retirement Advisors LLC now owns 21,298 shares of the company’s stock worth $1,185,000 after purchasing an additional 2,948 shares during the period. McKinley Carter Wealth Services Inc. raised its stake in shares of Dimensional U.S. Targeted Value ETF by 9.5% in the 3rd quarter. McKinley Carter Wealth Services Inc. now owns 151,770 shares of the company’s stock valued at $8,443,000 after buying an additional 13,218 shares in the last quarter. Asset Dedication LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.3% during the 3rd quarter. Asset Dedication LLC now owns 2,193,323 shares of the company’s stock worth $122,015,000 after acquiring an additional 90,019 shares during the period. Watershed Private Wealth LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 2.9% during the 3rd quarter. Watershed Private Wealth LLC now owns 105,106 shares of the company’s stock valued at $5,847,000 after acquiring an additional 2,974 shares in the last quarter. Finally, Nova R Wealth Inc. bought a new stake in Dimensional U.S. Targeted Value ETF in the third quarter valued at about $215,000.

Dimensional U.S. Targeted Value ETF Stock Up 1.4 %

Shares of DFAT opened at $56.62 on Thursday. The company has a 50-day moving average price of $54.44 and a two-hundred day moving average price of $53.42. The stock has a market cap of $10.48 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12 month low of $42.53 and a 12 month high of $58.09.

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.