Dimensional U.S. Targeted Value ETF $DFAT Shares Acquired by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 775,382 shares of the company’s stock after buying an additional 17,970 shares during the period. Dimensional U.S. Targeted Value ETF makes up 2.0% of Sax Wealth Advisors LLC’s investment portfolio, making the stock its 7th largest holding. Sax Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $54,199,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of DFAT. CIBC Private Wealth Group LLC lifted its position in Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after acquiring an additional 243 shares during the last quarter. Timmons Wealth Management LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter valued at $50,000. Parallel Advisors LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 49.9% during the first quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock worth $51,000 after purchasing an additional 270 shares during the last quarter. Optima Capital LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $60,000. Finally, Modus Advisors LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $82,000.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT opened at $71.97 on Friday. Dimensional U.S. Targeted Value ETF has a one year low of $54.33 and a one year high of $72.80. The stock has a market capitalization of $14.73 billion, a P/E ratio of 12.39 and a beta of 0.97. The business’s 50-day simple moving average is $69.60 and its 200-day simple moving average is $66.45.

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.