Stone Point Wealth LLC Acquires 313 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Stone Point Wealth LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 11,474 shares of the company’s stock after acquiring an additional 313 shares during the period. Stone Point Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $638,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Creative Planning grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.1% in the 2nd quarter. Creative Planning now owns 14,250,654 shares of the company’s stock valued at $739,182,000 after buying an additional 555,638 shares during the period. Forum Financial Management LP grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.8% in the 3rd quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock valued at $488,619,000 after buying an additional 154,338 shares during the period. Savant Capital LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the 2nd quarter. Savant Capital LLC now owns 4,846,930 shares of the company’s stock valued at $251,410,000 after buying an additional 29,571 shares during the period. Pure Financial Advisors LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 28.9% in the 3rd quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after buying an additional 797,607 shares during the period. Finally, Wealth Enhancement Advisory Services LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.5% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 2,353,277 shares of the company’s stock valued at $122,064,000 after buying an additional 57,397 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 1.0 %

Shares of NYSEARCA DFAT opened at $59.11 on Friday. The firm has a market cap of $10.94 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1-year low of $43.91 and a 1-year high of $59.81. The company has a fifty day moving average price of $55.08 and a 200 day moving average price of $53.83.

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.