Dimensional U.S. Targeted Value ETF $DFAT Shares Bought by Summit Financial Strategies Inc.

Summit Financial Strategies Inc. lifted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.8% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 472,327 shares of the company’s stock after acquiring an additional 26,038 shares during the period. Dimensional U.S. Targeted Value ETF makes up approximately 2.3% of Summit Financial Strategies Inc.’s investment portfolio, making the stock its 14th largest holding. Summit Financial Strategies Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $33,016,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of DFAT. Brighton Jones LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after acquiring an additional 3,799 shares during the period. Goldman Sachs Group Inc. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the first quarter worth about $1,376,000. NewEdge Advisors LLC boosted its position in Dimensional U.S. Targeted Value ETF by 1.4% in the second quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock valued at $5,347,000 after buying an additional 1,393 shares during the last quarter. Sei Investments Co. purchased a new stake in Dimensional U.S. Targeted Value ETF in the second quarter valued at approximately $703,000. Finally, Main Street Financial Solutions LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock worth $2,264,000 after buying an additional 576 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 1.2%

DFAT opened at $70.95 on Wednesday. Dimensional U.S. Targeted Value ETF has a 12-month low of $55.12 and a 12-month high of $72.81. The firm has a market capitalization of $14.52 billion, a PE ratio of 12.39 and a beta of 0.97. The firm has a 50 day moving average of $70.96 and a two-hundred day moving average of $67.50.

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.