Atria Wealth Solutions Inc. Has $557,000 Stake in Dimensional U.S. Targeted Value ETF $DFAT

Atria Wealth Solutions Inc. trimmed its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 13.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,124 shares of the company’s stock after selling 1,609 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $557,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Focus Partners Wealth lifted its holdings in Dimensional U.S. Targeted Value ETF by 6.5% in the 1st quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock worth $668,598,000 after purchasing an additional 797,094 shares during the last quarter. Focus Partners Advisor Solutions LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 2.0% in the 1st quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock worth $253,093,000 after purchasing an additional 95,097 shares during the last quarter. Pure Financial Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 7.8% in the 2nd quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock worth $248,305,000 after purchasing an additional 331,821 shares during the last quarter. EP Wealth Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 35.2% in the 1st quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock worth $155,304,000 after purchasing an additional 784,895 shares during the last quarter. Finally, Asset Dedication LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 0.9% in the 1st quarter. Asset Dedication LLC now owns 2,305,024 shares of the company’s stock worth $118,686,000 after purchasing an additional 20,455 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT opened at $56.82 on Monday. The business has a 50 day moving average price of $58.04 and a 200 day moving average price of $54.27. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $61.75. The firm has a market cap of $11.32 billion, a P/E ratio of 12.39 and a beta of 0.94.

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.