Willow Creek Wealth Management Inc. Buys 15,700 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Willow Creek Wealth Management Inc. grew its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.7% in the 3rd quarter, Holdings Channel reports. The firm owned 2,257,538 shares of the company’s stock after purchasing an additional 15,700 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 9.9% of Willow Creek Wealth Management Inc.’s portfolio, making the stock its biggest position. Willow Creek Wealth Management Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $149,991,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of DFAT. Forum Financial Management LP lifted its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 1st quarter. Forum Financial Management LP now owns 10,349,578 shares of the company’s stock worth $646,331,000 after purchasing an additional 142,102 shares during the period. Sequoia Financial Advisors LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 1.3% during the second quarter. Sequoia Financial Advisors LLC now owns 1,391,428 shares of the company’s stock valued at $97,261,000 after buying an additional 18,136 shares during the period. Bank of America Corp DE raised its stake in Dimensional U.S. Targeted Value ETF by 17.3% in the first quarter. Bank of America Corp DE now owns 1,531,232 shares of the company’s stock worth $95,625,000 after buying an additional 225,621 shares in the last quarter. Earned Wealth Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF by 2.6% in the first quarter. Earned Wealth Advisors LLC now owns 1,495,511 shares of the company’s stock worth $93,395,000 after buying an additional 37,651 shares in the last quarter. Finally, Evanson Financial LLC bought a new position in Dimensional U.S. Targeted Value ETF in the second quarter worth about $76,192,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $69.43 on Wednesday. Dimensional U.S. Targeted Value ETF has a one year low of $55.12 and a one year high of $72.81. The company has a 50-day simple moving average of $69.26 and a two-hundred day simple moving average of $67.20. The firm has a market capitalization of $14.31 billion, a PE ratio of 12.39 and a beta of 0.99.

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.