Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Acquired by EnRich Financial Partners LLC

EnRich Financial Partners LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 516,845 shares of the company’s stock after acquiring an additional 6,043 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 9.6% of EnRich Financial Partners LLC’s holdings, making the stock its 3rd biggest position. EnRich Financial Partners LLC owned approximately 0.28% of Dimensional U.S. Targeted Value ETF worth $28,752,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Pure Financial Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 28.9% in the third quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after purchasing an additional 797,607 shares during the period. Creative Planning grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the second quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after buying an additional 555,638 shares during the last quarter. Elser Financial Planning Inc acquired a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $28,634,000. Magnolia Capital Advisors LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 2nd quarter valued at approximately $26,659,000. Finally, Simplicity Wealth LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the 2nd quarter worth approximately $17,452,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $58.20 on Tuesday. The business has a 50 day simple moving average of $55.75 and a 200-day simple moving average of $54.22. Dimensional U.S. Targeted Value ETF has a 12 month low of $46.36 and a 12 month high of $60.41. The stock has a market capitalization of $10.77 billion, a PE ratio of 9.99 and a beta of 1.12.

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.