Walter & Keenan Wealth Management LLC IN ADV Buys 18,595 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Walter & Keenan Wealth Management LLC IN ADV boosted its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 44.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 60,814 shares of the company’s stock after buying an additional 18,595 shares during the period. Dimensional U.S. Targeted Value ETF makes up approximately 1.0% of Walter & Keenan Wealth Management LLC IN ADV’s investment portfolio, making the stock its 25th largest position. Walter & Keenan Wealth Management LLC IN ADV’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,383,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in DFAT. Creative Planning grew its position in Dimensional U.S. Targeted Value ETF by 4.1% during the 2nd quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after acquiring an additional 555,638 shares during the last quarter. Savant Capital LLC increased its position in Dimensional U.S. Targeted Value ETF by 0.6% in the 2nd quarter. Savant Capital LLC now owns 4,846,930 shares of the company’s stock valued at $251,410,000 after acquiring an additional 29,571 shares during the period. Pure Financial Advisors LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 33.9% during the second quarter. Pure Financial Advisors LLC now owns 2,760,747 shares of the company’s stock valued at $143,200,000 after acquiring an additional 698,381 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.5% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 2,353,277 shares of the company’s stock worth $122,064,000 after purchasing an additional 57,397 shares during the period. Finally, Asset Dedication LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 4.3% in the third quarter. Asset Dedication LLC now owns 2,193,323 shares of the company’s stock valued at $122,015,000 after purchasing an additional 90,019 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 0.4 %

Shares of DFAT stock opened at $55.40 on Wednesday. Dimensional U.S. Targeted Value ETF has a 1-year low of $42.66 and a 1-year high of $58.09. The stock has a market cap of $10.25 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The stock has a 50-day moving average of $54.89 and a 200-day moving average of $53.59.

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.