Fiduciary Financial Group LLC Grows Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Fiduciary Financial Group LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 196,446 shares of the company’s stock after buying an additional 9,276 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 1.8% of Fiduciary Financial Group LLC’s holdings, making the stock its 11th largest holding. Fiduciary Financial Group LLC owned about 0.10% of Dimensional U.S. Targeted Value ETF worth $11,435,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of DFAT. Trust Co. of Toledo NA OH bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $27,000. Hantz Financial Services Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF in the second quarter valued at approximately $53,000. Ameritas Advisory Services LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the second quarter worth $69,000. Retirement Wealth Solutions LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the third quarter worth $72,000. Finally, Huntington National Bank acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth $81,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $60.40 on Friday. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $61.77. The business has a fifty day moving average price of $58.14 and a 200-day moving average price of $56.90. The stock has a market capitalization of $12.05 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04.

Dimensional U.S. Targeted Value ETF Company 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.