M Holdings Securities Inc. Takes Position in Dimensional U.S. Targeted Value ETF $DFAT

M Holdings Securities Inc. bought a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 104,684 shares of the company’s stock, valued at approximately $5,650,000. Dimensional U.S. Targeted Value ETF makes up approximately 1.0% of M Holdings Securities Inc.’s portfolio, making the stock its 29th largest position. M Holdings Securities Inc. owned about 0.05% of Dimensional U.S. Targeted Value ETF as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Apollon Wealth Management LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. Apollon Wealth Management LLC now owns 17,131 shares of the company’s stock valued at $924,000 after buying an additional 230 shares during the last quarter. Citizens Financial Group Inc. RI grew its position in shares of Dimensional U.S. Targeted Value ETF by 4.7% in the 2nd quarter. Citizens Financial Group Inc. RI now owns 5,549 shares of the company’s stock valued at $299,000 after acquiring an additional 250 shares during the period. Silver Oak Securities Incorporated increased its stake in shares of Dimensional U.S. Targeted Value ETF by 1.8% during the 2nd quarter. Silver Oak Securities Incorporated now owns 14,973 shares of the company’s stock worth $808,000 after purchasing an additional 258 shares during the last quarter. US Bancorp DE raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the 2nd quarter. US Bancorp DE now owns 46,843 shares of the company’s stock valued at $2,528,000 after purchasing an additional 258 shares during the period. Finally, LongView Wealth Management lifted its stake in Dimensional U.S. Targeted Value ETF by 2.4% in the 2nd quarter. LongView Wealth Management now owns 12,900 shares of the company’s stock valued at $696,000 after purchasing an additional 300 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $59.72 on Friday. The stock has a 50-day simple moving average of $57.64 and a 200 day simple moving average of $56.26. The stock has a market capitalization of $11.91 billion, a P/E ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $60.43.

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.