Graver Capital Management LLC Has $15.39 Million Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Graver Capital Management LLC lifted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 246,466 shares of the company’s stock after acquiring an additional 12,322 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 11.7% of Graver Capital Management LLC’s holdings, making the stock its 3rd largest holding. Graver Capital Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $15,392,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of DFAT. Steward Partners Investment Advisory LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 0.6% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 26,409 shares of the company’s stock valued at $1,572,000 after purchasing an additional 167 shares in the last quarter. OneAscent Family Office LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 0.4% in the fourth quarter. OneAscent Family Office LLC now owns 42,836 shares of the company’s stock worth $2,550,000 after purchasing an additional 170 shares in the last quarter. Cary Street Partners Financial LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.3% during the fourth quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock worth $831,000 after purchasing an additional 175 shares during the last quarter. Accurate Wealth Management LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 3.0% during the fourth quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after purchasing an additional 202 shares during the last quarter. Finally, Cloud Capital Management LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 4.0% in the fourth quarter. Cloud Capital Management LLC now owns 5,555 shares of the company’s stock valued at $330,000 after buying an additional 215 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 0.1%

Dimensional U.S. Targeted Value ETF stock opened at $69.86 on Tuesday. The stock has a 50-day simple moving average of $67.38 and a 200 day simple moving average of $64.58. The stock has a market capitalization of $14.24 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 12-month low of $52.83 and a 12-month high of $70.25.

Dimensional U.S. Targeted Value ETF Company 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.