Sax Wealth Advisors LLC Purchases 17,970 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Sax Wealth Advisors LLC raised its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 775,382 shares of the company’s stock after acquiring an additional 17,970 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 2.0% of Sax Wealth Advisors LLC’s holdings, making the stock its 7th biggest holding. Sax Wealth Advisors LLC owned about 0.38% of Dimensional U.S. Targeted Value ETF worth $54,199,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in DFAT. Farther Finance Advisors LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 55.3% during the fourth quarter. Farther Finance Advisors LLC now owns 226,694 shares of the company’s stock worth $13,497,000 after purchasing an additional 80,754 shares in the last quarter. Sanctuary Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF by 59.6% in the fourth quarter. Sanctuary Advisors LLC now owns 51,457 shares of the company’s stock valued at $3,064,000 after buying an additional 19,207 shares in the last quarter. Legacy Financial Advisors Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 60.9% in the fourth quarter. Legacy Financial Advisors Inc. now owns 21,305 shares of the company’s stock valued at $1,269,000 after buying an additional 8,067 shares in the last quarter. 55 North Private Wealth LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $1,449,000. Finally, Forteris Wealth Management Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $3,135,000.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $71.97 on Friday. The stock has a 50-day simple moving average of $69.60 and a 200-day simple moving average of $66.45. The stock has a market cap of $14.73 billion, a P/E ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 1 year low of $54.33 and a 1 year high of $72.80.

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.