Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stake Lifted by Rise Advisors LLC

Rise Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATFree Report) by 7.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 158,925 shares of the company’s stock after purchasing an additional 11,517 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 4.2% of Rise Advisors LLC’s portfolio, making the stock its 6th biggest position. Rise Advisors LLC owned 0.09% of Dimensional U.S. Targeted Value ETF worth $8,841,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Creative Planning raised its stake in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the 2nd quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after acquiring an additional 555,638 shares in the last quarter. Savant Capital LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the 2nd quarter. Savant Capital LLC now owns 4,846,930 shares of the company’s stock worth $251,410,000 after purchasing an additional 29,571 shares in the last quarter. Pure Financial Advisors LLC grew its stake in Dimensional U.S. Targeted Value ETF by 33.9% during the 2nd quarter. Pure Financial Advisors LLC now owns 2,760,747 shares of the company’s stock worth $143,200,000 after buying an additional 698,381 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its position in Dimensional U.S. Targeted Value ETF by 2.5% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 2,353,277 shares of the company’s stock valued at $122,064,000 after buying an additional 57,397 shares in the last quarter. Finally, Asset Dedication LLC raised its stake in Dimensional U.S. Targeted Value ETF by 6.2% in the second quarter. Asset Dedication LLC now owns 2,103,304 shares of the company’s stock valued at $109,098,000 after buying an additional 123,690 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT opened at $55.68 on Monday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $42.53 and a fifty-two week high of $58.09. The company has a market cap of $10.31 billion, a PE ratio of 9.99 and a beta of 1.12. The business has a 50-day simple moving average of $54.18 and a two-hundred day simple moving average of $53.38.

About Dimensional U.S. Targeted Value ETF

(Free Report)

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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Institutional Ownership by Quarter for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

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