D.A. Davidson & CO. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 2.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 121,015 shares of the company’s stock after acquiring an additional 2,793 shares during the quarter. D.A. Davidson & CO. owned about 0.07% of Dimensional U.S. Targeted Value ETF worth $6,732,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Pure Financial Advisors LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 28.9% during the 3rd quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock worth $197,951,000 after purchasing an additional 797,607 shares during the last quarter. Creative Planning lifted its position in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the second quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after purchasing an additional 555,638 shares in the last quarter. Elser Financial Planning Inc purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the second quarter valued at approximately $28,634,000. Magnolia Capital Advisors LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the second quarter valued at approximately $26,659,000. Finally, Simplicity Wealth LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the second quarter valued at approximately $17,452,000.
Dimensional U.S. Targeted Value ETF Stock Down 0.2 %
Dimensional U.S. Targeted Value ETF stock opened at $60.42 on Thursday. Dimensional U.S. Targeted Value ETF has a 52-week low of $46.36 and a 52-week high of $61.75. The firm has a market cap of $11.18 billion, a PE ratio of 9.99 and a beta of 1.12. The company’s 50 day moving average is $56.49 and its two-hundred day moving average is $54.49.
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.
Further Reading
- Five stocks we like better than Dimensional U.S. Targeted Value ETF
- How to Invest in the FAANG Stocks
- Microsoft Stock Gets a $550 Price Target: Time to Get Excited
- 3 Warren Buffett Stocks to Buy Now
- Trump Tariffs in Focus: 2 Chinese Stocks to Own and 2 to Avoid
- What Are Dividend Champions? How to Invest in the Champions
- 2 Generic Drug Stocks Ready to Surge in 2025
Want to see what other hedge funds are holding DFAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report).
Receive News & Ratings for Dimensional U.S. Targeted Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional U.S. Targeted Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.