OLIO Financial Planning Has $12.31 Million Position in Dimensional U.S. Targeted Value ETF $DFAT

OLIO Financial Planning lifted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 7.6% in the 3rd quarter, Holdings Channel reports. The firm owned 211,407 shares of the company’s stock after acquiring an additional 15,010 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 3.6% of OLIO Financial Planning’s portfolio, making the stock its 7th biggest holding. OLIO Financial Planning’s holdings in Dimensional U.S. Targeted Value ETF were worth $12,306,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of DFAT. Focus Partners Wealth increased its holdings in Dimensional U.S. Targeted Value ETF by 6.5% in the 1st quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock worth $668,598,000 after buying an additional 797,094 shares in the last quarter. EP Wealth Advisors LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 35.2% during the 1st quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock valued at $155,304,000 after acquiring an additional 784,895 shares during the last quarter. Elser Financial Planning Inc bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the second quarter worth approximately $38,598,000. Forum Financial Management LP grew its stake in shares of Dimensional U.S. Targeted Value ETF by 5.4% in the second quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock worth $504,718,000 after acquiring an additional 476,529 shares during the period. Finally, Financial Harvest LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter valued at approximately $24,493,000.

Dimensional U.S. Targeted Value ETF Stock Down 0.1%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $60.48 on Friday. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $61.77. The company’s 50 day moving average is $58.49 and its 200 day moving average is $57.17. The company has a market cap of $12.07 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04.

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.