Great Waters Wealth Management Raises Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Great Waters Wealth Management boosted its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 14.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 609,970 shares of the company’s stock after purchasing an additional 78,985 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 4.6% of Great Waters Wealth Management’s holdings, making the stock its 8th largest holding. Great Waters Wealth Management owned 0.33% of Dimensional U.S. Targeted Value ETF worth $33,933,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently added to or reduced their stakes in the company. Apella Capital LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 6.5% in the 3rd quarter. Apella Capital LLC now owns 1,753,747 shares of the company’s stock worth $95,790,000 after purchasing an additional 107,588 shares in the last quarter. Park Avenue Securities LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 4.5% in the 3rd quarter. Park Avenue Securities LLC now owns 109,644 shares of the company’s stock worth $6,100,000 after purchasing an additional 4,726 shares in the last quarter. Efficient Frontier Advisors LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 0.9% in the 3rd quarter. Efficient Frontier Advisors LLC now owns 503,162 shares of the company’s stock worth $27,991,000 after purchasing an additional 4,478 shares in the last quarter. Centaurus Financial Inc. boosted its stake in Dimensional U.S. Targeted Value ETF by 3.7% in the 2nd quarter. Centaurus Financial Inc. now owns 9,688 shares of the company’s stock worth $503,000 after purchasing an additional 344 shares in the last quarter. Finally, Sensible Money LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 8.2% in the 2nd quarter. Sensible Money LLC now owns 725,323 shares of the company’s stock worth $37,622,000 after purchasing an additional 55,194 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT stock traded up $0.67 during trading on Friday, reaching $55.21. The company had a trading volume of 261,462 shares, compared to its average volume of 238,984. The firm has a 50-day simple moving average of $54.29 and a 200-day simple moving average of $53.28. The company has a market cap of $10.22 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a twelve month low of $42.53 and a twelve month high of $58.09.

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.