EverSource Wealth Advisors LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 1.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 55,736 shares of the company’s stock after purchasing an additional 702 shares during the period. EverSource Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,101,000 at the end of the most recent quarter.
A number of other large investors have also recently modified their holdings of DFAT. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF in the second quarter valued at about $28,000. Bbjs Financial Advisors LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter valued at approximately $30,000. Iron Horse Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at approximately $32,000. WealthShield Partners LLC increased its position in Dimensional U.S. Targeted Value ETF by 134.2% during the 2nd quarter. WealthShield Partners LLC now owns 712 shares of the company’s stock worth $37,000 after purchasing an additional 408 shares in the last quarter. Finally, Innealta Capital LLC bought a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at approximately $46,000.
Dimensional U.S. Targeted Value ETF Trading Down 0.1 %
Dimensional U.S. Targeted Value ETF stock traded down $0.08 during mid-day trading on Wednesday, reaching $57.93. The company had a trading volume of 17,340 shares, compared to its average volume of 238,489. The business has a fifty day simple moving average of $55.87 and a 200 day simple moving average of $54.26. The company has a market cap of $10.72 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $46.36 and a fifty-two week high of $60.41.
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.
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