Liberty Wealth Management LLC Has $19.51 Million Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Liberty Wealth Management LLC increased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 164.0% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 376,171 shares of the company’s stock after purchasing an additional 233,658 shares during the period. Liberty Wealth Management LLC owned about 0.20% of Dimensional U.S. Targeted Value ETF worth $19,512,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Creative Planning boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the 4th quarter. Creative Planning now owns 13,638,740 shares of the company’s stock worth $713,715,000 after acquiring an additional 534,891 shares in the last quarter. Savant Capital LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the second quarter. Savant Capital LLC now owns 4,846,930 shares of the company’s stock valued at $251,410,000 after purchasing an additional 29,571 shares during the period. Pure Financial Advisors LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 33.9% in the second quarter. Pure Financial Advisors LLC now owns 2,760,747 shares of the company’s stock worth $143,200,000 after buying an additional 698,381 shares during the last quarter. Corient Private Wealth LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the 4th quarter. Corient Private Wealth LLC now owns 2,748,722 shares of the company’s stock worth $143,841,000 after buying an additional 10,299 shares during the period. Finally, Envestnet Asset Management Inc. raised its holdings in Dimensional U.S. Targeted Value ETF by 0.5% in the 4th quarter. Envestnet Asset Management Inc. now owns 2,710,003 shares of the company’s stock worth $141,814,000 after acquiring an additional 12,361 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT opened at $52.75 on Monday. The stock has a market capitalization of $9.76 billion, a PE ratio of 9.99 and a beta of 1.12. The stock has a 50-day simple moving average of $53.96 and a 200 day simple moving average of $52.96. Dimensional U.S. Targeted Value ETF has a twelve month low of $42.53 and a twelve month high of $58.09.

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.