Graver Capital Management LLC Has $15.39 Million Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Graver Capital Management LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 246,466 shares of the company’s stock after purchasing an additional 12,322 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 11.7% of Graver Capital Management LLC’s portfolio, making the stock its 3rd largest holding. Graver Capital Management LLC owned approximately 0.12% of Dimensional U.S. Targeted Value ETF worth $15,392,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of DFAT. Fortitude Family Office LLC grew its position in Dimensional U.S. Targeted Value ETF by 14.3% in the fourth quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock valued at $4,100,000 after acquiring an additional 8,603 shares during the period. OLIO Financial Planning raised its stake in Dimensional U.S. Targeted Value ETF by 7.1% during the fourth quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock worth $13,479,000 after acquiring an additional 14,980 shares in the last quarter. Disciplined Equity Management Inc. lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.8% during the fourth quarter. Disciplined Equity Management Inc. now owns 417,953 shares of the company’s stock valued at $24,885,000 after acquiring an additional 11,352 shares during the period. Farther Finance Advisors LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 55.3% during the fourth quarter. Farther Finance Advisors LLC now owns 226,694 shares of the company’s stock valued at $13,497,000 after acquiring an additional 80,754 shares during the period. Finally, Master S Wealth Management Inc. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 9.3% in the 4th quarter. Master S Wealth Management Inc. now owns 362,045 shares of the company’s stock valued at $21,556,000 after purchasing an additional 30,810 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA:DFAT opened at $69.86 on Tuesday. The company’s fifty day moving average is $67.38 and its 200-day moving average is $64.58. Dimensional U.S. Targeted Value ETF has a 52 week low of $52.83 and a 52 week high of $70.25. The company has a market capitalization of $14.24 billion, a PE ratio of 12.39 and a beta of 0.97.

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.