Tyche Wealth Partners LLC Takes Position in Dimensional U.S. Targeted Value ETF $DFAT

Tyche Wealth Partners LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 16,226 shares of the company’s stock, valued at approximately $945,000.

Other institutional investors have also bought and sold shares of the company. Merit Financial Group LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 61.9% in the third quarter. Merit Financial Group LLC now owns 40,251 shares of the company’s stock worth $2,343,000 after purchasing an additional 15,397 shares during the last quarter. TFO Wealth Partners LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 6.6% during the second quarter. TFO Wealth Partners LLC now owns 382,974 shares of the company’s stock valued at $20,665,000 after buying an additional 23,648 shares during the last quarter. Discipline Wealth Solutions LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at approximately $717,000. HB Wealth Management LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 531.4% during the 3rd quarter. HB Wealth Management LLC now owns 66,579 shares of the company’s stock valued at $3,876,000 after buying an additional 56,034 shares in the last quarter. Finally, Index Fund Advisors Inc. raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 5.7% during the 3rd quarter. Index Fund Advisors Inc. now owns 6,520,506 shares of the company’s stock worth $379,559,000 after acquiring an additional 349,087 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT opened at $63.42 on Friday. The stock has a 50 day moving average price of $61.08 and a 200-day moving average price of $58.55. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $64.85. The company has a market capitalization of $12.81 billion, a P/E 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.