Balboa Wealth Partners Has $1.58 Million Position in Dimensional U.S. Targeted Value ETF $DFAT

Balboa Wealth Partners lessened its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,190 shares of the company’s stock after selling 1,292 shares during the period. Balboa Wealth Partners’ holdings in Dimensional U.S. Targeted Value ETF were worth $1,575,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of DFAT. Focus Partners Wealth increased its stake in shares of Dimensional U.S. Targeted Value ETF by 6.5% in the 1st 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 period. Focus Partners Advisor Solutions LLC increased its position in Dimensional U.S. Targeted Value ETF by 2.0% in the first quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock worth $253,093,000 after purchasing an additional 95,097 shares during the period. Pure Financial Advisors LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 7.8% during the 2nd quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock worth $248,305,000 after purchasing an additional 331,821 shares during the last quarter. EP Wealth Advisors LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 35.2% during 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. Finally, Asset Dedication LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.9% in the 1st quarter. Asset Dedication LLC now owns 2,305,024 shares of the company’s stock valued at $118,686,000 after purchasing an additional 20,455 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $56.82 on Monday. The stock has a market cap of $11.32 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94. The company has a 50 day moving average of $58.04 and a 200-day moving average of $54.27. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $61.75.

About Dimensional U.S. Targeted Value ETF

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.