Exencial Wealth Advisors LLC Boosts Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Exencial Wealth Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.6% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 355,409 shares of the company’s stock after acquiring an additional 2,260 shares during the period. Exencial Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $19,771,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in DFAT. Pure Financial Advisors LLC grew 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 worth $197,951,000 after buying an additional 797,607 shares in the last quarter. Creative Planning boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.1% in the 2nd quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after purchasing an additional 555,638 shares in the last quarter. Elser Financial Planning Inc purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth about $28,634,000. Magnolia Capital Advisors LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth about $26,659,000. Finally, Simplicity Wealth LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth about $17,452,000.

Dimensional U.S. Targeted Value ETF Trading Up 6.7 %

DFAT opened at $59.71 on Thursday. The stock has a 50-day moving average price of $54.91 and a 200-day moving average price of $53.76. Dimensional U.S. Targeted Value ETF has a 12-month low of $43.91 and a 12-month high of $59.81. The stock has a market capitalization of $11.05 billion, a P/E ratio of 9.99 and a beta of 1.12.

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.