Evoke Wealth LLC Has $410,000 Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Evoke Wealth LLC lowered its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 34.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,911 shares of the company’s stock after selling 4,130 shares during the quarter. Evoke Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $410,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the company. RW Investment Management LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 4.0% during the 2nd quarter. RW Investment Management LLC now owns 1,889,949 shares of the company’s stock valued at $98,032,000 after acquiring an additional 72,224 shares in the last quarter. Great Oak Capital Partners LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 13.1% during the second quarter. Great Oak Capital Partners LLC now owns 1,183,352 shares of the company’s stock worth $61,996,000 after purchasing an additional 136,838 shares during the period. Merriman Wealth Management LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 3.9% during the second quarter. Merriman Wealth Management LLC now owns 911,351 shares of the company’s stock valued at $47,272,000 after purchasing an additional 34,595 shares in the last quarter. Arista Wealth Management LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 86.6% in the 2nd quarter. Arista Wealth Management LLC now owns 9,636 shares of the company’s stock valued at $500,000 after purchasing an additional 4,473 shares during the period. Finally, Summit Trail Advisors LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $724,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $55.20 on Friday. The business has a 50 day simple moving average of $54.37 and a 200 day simple moving average of $53.10. The company has a market capitalization of $10.22 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a one year low of $42.53 and a one year high of $58.09.

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.