Lodestone Wealth Management LLC Buys 1,536 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Lodestone Wealth Management LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 13.9% 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 12,575 shares of the company’s stock after purchasing an additional 1,536 shares during the quarter. Lodestone Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $700,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Glassy Mountain Advisors Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 5.9% in the 3rd quarter. Glassy Mountain Advisors Inc. now owns 163,163 shares of the company’s stock valued at $9,077,000 after buying an additional 9,065 shares in the last quarter. Confluence Wealth Services Inc. lifted its position in Dimensional U.S. Targeted Value ETF by 9.2% during the third quarter. Confluence Wealth Services Inc. now owns 299,748 shares of the company’s stock valued at $16,675,000 after acquiring an additional 25,310 shares during the last quarter. Pure Financial Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 28.9% during the third quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after acquiring an additional 797,607 shares during the last quarter. Clear Creek Financial Management LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 2.0% in the third quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock valued at $561,000 after acquiring an additional 200 shares in the last quarter. Finally, Farther Finance Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 19.1% in the third quarter. Farther Finance Advisors LLC now owns 72,171 shares of the company’s stock worth $4,015,000 after purchasing an additional 11,595 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 0.2 %

Shares of DFAT stock opened at $54.82 on Friday. Dimensional U.S. Targeted Value ETF has a 12-month low of $43.91 and a 12-month high of $58.09. The business’s fifty day simple moving average is $54.91 and its 200-day simple moving average is $53.66. The company has a market cap of $10.15 billion, a PE ratio of 9.99 and a beta of 1.12.

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.