WorthPointe LLC Has $2.74 Million Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

WorthPointe LLC grew its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 49,236 shares of the company’s stock after purchasing an additional 481 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 1.2% of WorthPointe LLC’s portfolio, making the stock its 13th largest holding. WorthPointe LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,739,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Thurston Springer Miller Herd & Titak Inc. acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth about $28,000. Bbjs Financial Advisors LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the second quarter worth about $30,000. Iron Horse Wealth Management LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at approximately $32,000. WealthShield Partners LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 134.2% in the 2nd quarter. WealthShield Partners LLC now owns 712 shares of the company’s stock valued at $37,000 after acquiring an additional 408 shares in the last quarter. Finally, Truvestments Capital LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $40,000.

Dimensional U.S. Targeted Value ETF Trading Down 0.8 %

Shares of NYSEARCA DFAT opened at $60.56 on Wednesday. The firm has a market capitalization of $11.21 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a one year low of $46.36 and a one year high of $61.75. The business has a fifty day simple moving average of $56.37 and a 200 day simple moving average of $54.44.

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.