Dimensional U.S. Targeted Value ETF $DFAT is Great Waters Wealth Management’s 6th Largest Position

Great Waters Wealth Management lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.1% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 888,357 shares of the company’s stock after buying an additional 34,948 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 5.8% of Great Waters Wealth Management’s portfolio, making the stock its 6th biggest holding. Great Waters Wealth Management owned 0.43% of Dimensional U.S. Targeted Value ETF worth $62,096,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. Farther Finance Advisors LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 55.3% during the 4th quarter. Farther Finance Advisors LLC now owns 226,694 shares of the company’s stock valued at $13,497,000 after purchasing an additional 80,754 shares during the period. Sanctuary Advisors LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 59.6% in the 4th quarter. Sanctuary Advisors LLC now owns 51,457 shares of the company’s stock worth $3,064,000 after buying an additional 19,207 shares during the period. Legacy Financial Advisors Inc. boosted its holdings in Dimensional U.S. Targeted Value ETF by 60.9% in the 4th quarter. Legacy Financial Advisors Inc. now owns 21,305 shares of the company’s stock worth $1,269,000 after buying an additional 8,067 shares during the period. 55 North Private Wealth LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth $1,449,000. Finally, Forteris Wealth Management Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth $3,135,000.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $71.97 on Monday. The business’s 50-day simple moving average is $69.60 and its two-hundred day simple moving average is $66.47. The stock has a market cap of $14.73 billion, a PE ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 52 week low of $54.33 and a 52 week high of $72.80.

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.