Summit Financial Strategies Inc. Acquires 33,660 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Summit Financial Strategies Inc. lifted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 446,289 shares of the company’s stock after buying an additional 33,660 shares during the period. Dimensional U.S. Targeted Value ETF makes up 2.2% of Summit Financial Strategies Inc.’s portfolio, making the stock its 14th biggest position. Summit Financial Strategies Inc. owned about 0.22% of Dimensional U.S. Targeted Value ETF worth $27,871,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Fortitude Family Office LLC lifted its position in Dimensional U.S. Targeted Value ETF by 14.3% during the fourth quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock valued at $4,100,000 after purchasing an additional 8,603 shares during the period. OLIO Financial Planning grew its position in Dimensional U.S. Targeted Value ETF by 7.1% in the 4th quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock worth $13,479,000 after purchasing an additional 14,980 shares during the period. Farther Finance Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF by 55.3% during the 4th quarter. Farther Finance Advisors LLC now owns 226,694 shares of the company’s stock valued at $13,497,000 after buying an additional 80,754 shares during the last quarter. Master S Wealth Management Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 9.3% during the 4th quarter. Master S Wealth Management Inc. now owns 362,045 shares of the company’s stock valued at $21,556,000 after buying an additional 30,810 shares during the last quarter. Finally, Disciplined Equity Management Inc. lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.8% during the 4th quarter. Disciplined Equity Management Inc. now owns 417,953 shares of the company’s stock valued at $24,885,000 after buying an additional 11,352 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock traded up $0.43 on Friday, reaching $69.65. The stock had a trading volume of 326,489 shares, compared to its average volume of 356,205. Dimensional U.S. Targeted Value ETF has a 1 year low of $52.83 and a 1 year high of $70.43. The stock has a market cap of $14.26 billion, a P/E ratio of 12.39 and a beta of 0.97. The company has a 50 day simple moving average of $67.93 and a 200 day simple moving average of $65.10.

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.