LPL Financial LLC Has $39.91 Million Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

LPL Financial LLC raised its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 11.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 769,319 shares of the company’s stock after purchasing an additional 78,460 shares during the period. LPL Financial LLC owned 0.42% of Dimensional U.S. Targeted Value ETF worth $39,905,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Corient Private Wealth LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the 4th quarter. Corient Private Wealth LLC now owns 2,748,722 shares of the company’s stock worth $143,841,000 after purchasing an additional 10,299 shares in the last quarter. Fortress Wealth Management Inc. raised its stake in shares of Dimensional U.S. Targeted Value ETF by 33.4% in the 4th quarter. Fortress Wealth Management Inc. now owns 26,701 shares of the company’s stock valued at $1,397,000 after acquiring an additional 6,687 shares in the last quarter. Creative Planning raised its stake in shares of Dimensional U.S. Targeted Value ETF by 4.1% in the 4th quarter. Creative Planning now owns 13,638,740 shares of the company’s stock valued at $713,715,000 after acquiring an additional 534,891 shares in the last quarter. UBS Group AG raised its stake in shares of Dimensional U.S. Targeted Value ETF by 32.0% in the 4th quarter. UBS Group AG now owns 346,097 shares of the company’s stock valued at $18,111,000 after acquiring an additional 83,976 shares in the last quarter. Finally, Henrickson Nauta Wealth Advisors Inc. raised its stake in shares of Dimensional U.S. Targeted Value ETF by 5.9% in the 1st quarter. Henrickson Nauta Wealth Advisors Inc. now owns 223,471 shares of the company’s stock valued at $11,659,000 after acquiring an additional 12,441 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $54.08 on Monday. The stock’s 50 day simple moving average is $54.09 and its 200 day simple moving average is $53.01. Dimensional U.S. Targeted Value ETF has a twelve month low of $42.53 and a twelve month high of $58.09. The company has a market capitalization of $10.01 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12.

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.