BlueSky Wealth Advisors LLC Has $15.29 Million Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

BlueSky Wealth Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 274,915 shares of the company’s stock after acquiring an additional 16,035 shares during the period. Dimensional U.S. Targeted Value ETF makes up approximately 2.4% of BlueSky Wealth Advisors LLC’s investment portfolio, making the stock its 12th largest position. BlueSky Wealth Advisors LLC owned about 0.15% of Dimensional U.S. Targeted Value ETF worth $15,294,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Fiduciary Alliance LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the third quarter worth about $213,000. Henrickson Nauta Wealth Advisors Inc. lifted its position in Dimensional U.S. Targeted Value ETF by 0.7% during the third quarter. Henrickson Nauta Wealth Advisors Inc. now owns 232,452 shares of the company’s stock worth $12,931,000 after purchasing an additional 1,615 shares during the period. Rise Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 7.8% during the third quarter. Rise Advisors LLC now owns 158,925 shares of the company’s stock worth $8,841,000 after purchasing an additional 11,517 shares during the period. City State Bank lifted its position in Dimensional U.S. Targeted Value ETF by 9.6% during the third quarter. City State Bank now owns 87,659 shares of the company’s stock worth $4,876,000 after purchasing an additional 7,674 shares during the period. Finally, Kings Path Partners LLC lifted its position in Dimensional U.S. Targeted Value ETF by 4.8% during the third quarter. Kings Path Partners LLC now owns 93,312 shares of the company’s stock worth $5,191,000 after purchasing an additional 4,297 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 0.6 %

DFAT opened at $55.99 on Tuesday. Dimensional U.S. Targeted Value ETF has a twelve month low of $42.53 and a twelve month high of $58.09. The company has a 50-day simple moving average of $54.27 and a 200 day simple moving average of $53.39. The stock has a market capitalization of $10.36 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12.

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.