Simplicity Wealth LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 68.2% during the 2nd quarter, Holdings Channel.com reports. The firm owned 118,316 shares of the company’s stock after purchasing an additional 47,987 shares during the quarter. Simplicity Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $6,384,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors also recently modified their holdings of DFAT. Rossby Financial LCC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $26,000. EQ Wealth Advisors LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $28,000. Integrity Financial Corp WA acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $36,000. Albion Financial Group UT acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $67,000. Finally, Ameritas Advisory Services LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth approximately $69,000.
Dimensional U.S. Targeted Value ETF Trading Up 0.8%
Shares of NYSEARCA:DFAT opened at $58.83 on Friday. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $61.75. The firm has a market capitalization of $11.71 billion, a PE ratio of 12.39 and a beta of 0.94. The business’s 50 day moving average is $57.49 and its 200-day moving average is $53.87.
About Dimensional U.S. Targeted Value ETF
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.
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