Meritas Wealth Management LLC Has $23.29 Million Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Meritas Wealth Management LLC decreased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.2% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 431,620 shares of the company’s stock after selling 5,029 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 12.8% of Meritas Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest position. Meritas Wealth Management LLC owned 0.22% of Dimensional U.S. Targeted Value ETF worth $23,290,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Focus Partners Wealth boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 6.5% during the first quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock valued at $668,598,000 after purchasing an additional 797,094 shares during the period. EP Wealth Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 35.2% during the 1st quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock valued at $155,304,000 after buying an additional 784,895 shares in the last quarter. Elser Financial Planning Inc purchased a new stake in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $38,598,000. Liberty Wealth Management LLC grew its stake in Dimensional U.S. Targeted Value ETF by 343.5% in the 1st quarter. Liberty Wealth Management LLC now owns 617,873 shares of the company’s stock worth $31,814,000 after acquiring an additional 478,543 shares in the last quarter. Finally, Financial Harvest LLC bought a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth about $24,493,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $58.43 on Thursday. The company has a 50 day moving average price of $57.39 and a 200-day moving average price of $53.78. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week high of $61.75. The company has a market capitalization of $11.57 billion, a PE ratio of 12.39 and a beta of 0.94.

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.