Evensky & Katz LLC Decreases Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Evensky & Katz LLC lessened its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 72,984 shares of the company’s stock after selling 795 shares during the quarter. Evensky & Katz LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,938,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in DFAT. Focus Partners Wealth boosted its holdings in Dimensional U.S. Targeted Value ETF by 6.5% in the first quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock worth $668,598,000 after purchasing an additional 797,094 shares during the last quarter. EP Wealth Advisors LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 35.2% in the 1st quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock worth $155,304,000 after buying an additional 784,895 shares during the last quarter. Elser Financial Planning Inc bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the second quarter worth $38,598,000. Liberty Wealth Management LLC increased its position in Dimensional U.S. Targeted Value ETF by 343.5% during the first quarter. Liberty Wealth Management LLC now owns 617,873 shares of the company’s stock valued at $31,814,000 after acquiring an additional 478,543 shares during the last quarter. Finally, Financial Harvest LLC bought a new position in Dimensional U.S. Targeted Value ETF in the second quarter valued at about $24,493,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA:DFAT opened at $58.83 on Monday. The stock’s 50-day simple moving average is $57.49 and its two-hundred day simple moving average is $53.88. The stock has a market capitalization of $11.71 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $61.75.

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.