Dimensional U.S. Targeted Value ETF $DFAT Holdings Raised by Rise Advisors LLC

Rise Advisors LLC grew its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.4% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 234,148 shares of the company’s stock after acquiring an additional 9,930 shares during the period. Dimensional U.S. Targeted Value ETF comprises 5.0% of Rise Advisors LLC’s investment portfolio, making the stock its 5th biggest holding. Rise Advisors LLC owned approximately 0.12% of Dimensional U.S. Targeted Value ETF worth $12,635,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Rossby Financial LCC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 1st quarter valued at approximately $26,000. EQ Wealth Advisors LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 1st quarter valued at approximately $28,000. Integrity Financial Corp WA purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 1st quarter valued at approximately $36,000. Albion Financial Group UT purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 1st quarter valued at approximately $67,000. Finally, Crewe Advisors LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 1st quarter valued at approximately $78,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $58.86 on Monday. The stock has a market capitalization of $11.66 billion, a P/E ratio of 12.39 and a beta of 0.94. The company has a 50 day moving average price of $56.66 and a 200 day moving average price of $53.22. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week high of $61.75.

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.