Beaird Harris Wealth Management LLC Has $33.02 Million Stock Position in Dimensional U.S. Targeted Value ETF $DFAT

Beaird Harris Wealth Management LLC reduced its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 472,417 shares of the company’s stock after selling 12,459 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 2.1% of Beaird Harris Wealth Management LLC’s investment portfolio, making the stock its 17th largest position. Beaird Harris Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $33,022,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Focus Partners Wealth grew its stake in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the fourth quarter. Focus Partners Wealth now owns 13,284,203 shares of the company’s stock worth $790,941,000 after acquiring an additional 40,703 shares during the last quarter. Forum Financial Management LP raised its stake in Dimensional U.S. Targeted Value ETF by 1.4% during the 1st quarter. Forum Financial Management LP now owns 10,349,578 shares of the company’s stock valued at $646,331,000 after purchasing an additional 142,102 shares during the last quarter. Pure Financial Advisors LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 7.5% in the 4th quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock valued at $317,373,000 after purchasing an additional 371,114 shares during the period. Focus Partners Advisor Solutions LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 21.0% in the 4th quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock valued at $315,254,000 after purchasing an additional 919,456 shares during the period. Finally, EP Wealth Advisors LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth $249,084,000.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA DFAT opened at $71.97 on Friday. The company’s fifty day moving average is $69.60 and its two-hundred day moving average is $66.45. Dimensional U.S. Targeted Value ETF has a 52-week low of $54.33 and a 52-week high of $72.80. The firm has a market capitalization of $14.73 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97.

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.