Empirical Financial Services LLC d.b.a. Empirical Wealth Management Purchases 34,109 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 922,479 shares of the company’s stock after acquiring an additional 34,109 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 1.1% of Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s investment portfolio, making the stock its 20th largest holding. Empirical Financial Services LLC d.b.a. Empirical Wealth Management owned approximately 0.46% of Dimensional U.S. Targeted Value ETF worth $49,777,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Triad Wealth Partners LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 25.0% in the second quarter. Triad Wealth Partners LLC now owns 9,943 shares of the company’s stock worth $537,000 after purchasing an additional 1,986 shares in the last quarter. Pure Financial Advisors LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 7.8% in the second 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 in the last quarter. Parkwoods Wealth Partners LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 1.6% in the second quarter. Parkwoods Wealth Partners LLC now owns 640,246 shares of the company’s stock worth $34,548,000 after purchasing an additional 9,838 shares in the last quarter. PBMares Wealth Management LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 4.9% in the second quarter. PBMares Wealth Management LLC now owns 452,257 shares of the company’s stock worth $24,404,000 after purchasing an additional 21,285 shares in the last quarter. Finally, Truist Financial Corp raised its holdings in Dimensional U.S. Targeted Value ETF by 0.6% in the second quarter. Truist Financial Corp now owns 291,576 shares of the company’s stock worth $15,733,000 after purchasing an additional 1,638 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $58.37 on Friday. 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 firm has a market capitalization of $11.56 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94. The stock’s 50-day simple moving average is $57.44 and its 200-day simple moving average is $53.82.

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.