OMNI 360 Wealth Inc. Has $7.30 Million Stake in Dimensional U.S. Targeted Value ETF $DFAT

OMNI 360 Wealth Inc. cut its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATFree Report) by 1.9% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 135,284 shares of the company’s stock after selling 2,555 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 3.6% of OMNI 360 Wealth Inc.’s portfolio, making the stock its 4th biggest holding. OMNI 360 Wealth Inc. owned about 0.07% of Dimensional U.S. Targeted Value ETF worth $7,300,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Rossby Financial LCC acquired a new position in Dimensional U.S. Targeted Value ETF during the first quarter valued at approximately $26,000. EQ Wealth Advisors LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the first quarter valued at approximately $28,000. Integrity Financial Corp WA acquired a new position in Dimensional U.S. Targeted Value ETF during the first quarter valued at approximately $36,000. Albion Financial Group UT acquired a new position in Dimensional U.S. Targeted Value ETF during the first quarter valued at approximately $67,000. Finally, Crewe Advisors LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the first quarter valued at approximately $78,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT opened at $58.86 on Friday. The stock has a 50 day moving average price of $56.66 and a 200 day moving average price of $53.23. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $61.75. The stock has a market capitalization of $11.66 billion, a PE ratio of 12.39 and a beta of 0.94.

Dimensional U.S. Targeted Value ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

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