Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Purchased by Juncture Wealth Strategies LLC

Juncture Wealth Strategies LLC increased its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.7% during the third quarter, HoldingsChannel reports. The fund owned 184,190 shares of the company’s stock after acquiring an additional 11,551 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 4.0% of Juncture Wealth Strategies LLC’s investment portfolio, making the stock its 4th biggest holding. Juncture Wealth Strategies LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $10,246,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also added to or reduced their stakes in the business. Global Trust Asset Management LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.0% in the first quarter. Global Trust Asset Management LLC now owns 10,382 shares of the company’s stock valued at $565,000 after purchasing an additional 200 shares during the last quarter. Brookstone Capital Management boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 5.2% in the 3rd quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock worth $227,000 after buying an additional 202 shares during the last quarter. Investmark Advisory Group LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.8% in the first quarter. Investmark Advisory Group LLC now owns 37,330 shares of the company’s stock valued at $2,032,000 after acquiring an additional 279 shares in the last quarter. Lam Group Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 0.9% during the first quarter. Lam Group Inc. now owns 32,010 shares of the company’s stock valued at $1,742,000 after acquiring an additional 301 shares during the last quarter. Finally, Tranquility Partners LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 7.9% during the first quarter. Tranquility Partners LLC now owns 4,596 shares of the company’s stock worth $250,000 after acquiring an additional 338 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $55.70 on Friday. Dimensional U.S. Targeted Value ETF has a 1 year low of $42.53 and a 1 year high of $58.09. The company has a market capitalization of $10.31 billion, a PE ratio of 9.99 and a beta of 1.12. The business has a fifty day moving average price of $54.18 and a two-hundred day moving average price of $53.38.

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.