Dimensional U.S. Targeted Value ETF $DFAT Holdings Raised by Willner & Heller LLC

Willner & Heller LLC boosted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 22.3% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,259 shares of the company’s stock after buying an additional 2,235 shares during the quarter. Willner & Heller LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $661,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Keb Asset Management LLC lifted its position in Dimensional U.S. Targeted Value ETF by 7.6% in the 2nd quarter. Keb Asset Management LLC now owns 691,301 shares of the company’s stock worth $37,303,000 after buying an additional 48,804 shares in the last quarter. Ameritas Advisory Services LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $69,000. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in Dimensional U.S. Targeted Value ETF by 3.8% in the 2nd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 922,479 shares of the company’s stock worth $49,777,000 after buying an additional 34,109 shares in the last quarter. Triad Wealth Partners LLC lifted its position in Dimensional U.S. Targeted Value ETF by 25.0% in the 2nd quarter. Triad Wealth Partners LLC now owns 9,943 shares of the company’s stock worth $537,000 after buying an additional 1,986 shares in the last quarter. Finally, Pure Financial Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 7.8% in the 2nd quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock worth $248,305,000 after buying an additional 331,821 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.8%

DFAT stock opened at $58.83 on Friday. Dimensional U.S. Targeted Value ETF has a 12-month low of $44.01 and a 12-month high of $61.75. The company has a market cap of $11.71 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94. The company has a 50 day moving average of $57.49 and a two-hundred day moving average of $53.87.

Dimensional U.S. Targeted Value ETF Company 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.