Delap Wealth Advisory LLC Buys 2,840 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Delap Wealth Advisory LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 46,410 shares of the company’s stock after acquiring an additional 2,840 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 1.2% of Delap Wealth Advisory LLC’s portfolio, making the stock its 21st largest holding. Delap Wealth Advisory LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,504,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Focus Partners Wealth raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 6.5% in the first quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock valued at $668,598,000 after buying an additional 797,094 shares during the last quarter. EP Wealth Advisors LLC raised its position in Dimensional U.S. Targeted Value ETF by 35.2% in the 1st quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock worth $155,304,000 after purchasing an additional 784,895 shares during the last quarter. Elser Financial Planning Inc bought a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $38,598,000. Liberty Wealth Management LLC raised its position in Dimensional U.S. Targeted Value ETF by 343.5% in the 1st quarter. Liberty Wealth Management LLC now owns 617,873 shares of the company’s stock worth $31,814,000 after purchasing an additional 478,543 shares during the last quarter. Finally, Financial Harvest LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth $24,493,000.

Dimensional U.S. Targeted Value ETF Stock Up 1.7%

DFAT stock opened at $57.69 on Wednesday. The company has a market cap of $11.49 billion, a P/E ratio of 12.39 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $61.75. The business has a fifty day moving average of $57.89 and a 200-day moving average of $54.12.

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.