Dimensional U.S. Targeted Value ETF $DFAT Stock: Walsh & Associates LLC Boosts Stake

Walsh & Associates LLC boosted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 30.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 76,242 shares of the company’s stock after buying an additional 17,749 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 3.9% of Walsh & Associates LLC’s portfolio, making the stock its 7th biggest position. Walsh & Associates LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,066,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of DFAT. Independence Bank of Kentucky acquired a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $30,000. Parallel Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 49.9% in the first quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock valued at $51,000 after purchasing an additional 270 shares during the last quarter. Farmers & Merchants Investments Inc. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $61,000. Avion Wealth acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $70,000. Finally, Next Level Wealth Planning LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth $116,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.3%

Shares of DFAT stock traded up $0.18 during trading on Friday, reaching $69.98. The company’s stock had a trading volume of 184,222 shares, compared to its average volume of 333,833. The business has a fifty day moving average price of $68.92 and a 200-day moving average price of $67.65. The company has a market cap of $14.42 billion, a price-to-earnings ratio of 12.87 and a beta of 0.98. Dimensional U.S. Targeted Value ETF has a one year low of $55.12 and a one year high of $72.81.

Dimensional U.S. Targeted Value ETF 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.