Dimensional U.S. Targeted Value ETF $DFAT Holdings Lifted by Phillips Financial Management LLC

Phillips Financial Management LLC boosted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 7.8% during the third quarter, Holdings Channel.com reports. The fund owned 763,549 shares of the company’s stock after purchasing an additional 55,406 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 2.9% of Phillips Financial Management LLC’s holdings, making the stock its 8th largest holding. Phillips Financial Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $44,446,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after purchasing an additional 3,799 shares in the last quarter. AQR Capital Management LLC increased its position in Dimensional U.S. Targeted Value ETF by 68.3% during the 1st quarter. AQR Capital Management LLC now owns 124,957 shares of the company’s stock worth $6,434,000 after purchasing an additional 50,723 shares in the last quarter. Goldman Sachs Group Inc. purchased a new position in Dimensional U.S. Targeted Value ETF in the first quarter valued at approximately $1,376,000. SCS Capital Management LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the first quarter valued at approximately $229,000. Finally, Modern Wealth Management LLC grew its stake in Dimensional U.S. Targeted Value ETF by 8.7% during the first quarter. Modern Wealth Management LLC now owns 7,940 shares of the company’s stock worth $409,000 after buying an additional 637 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 0.5%

Dimensional U.S. Targeted Value ETF stock opened at $62.51 on Friday. The firm has a fifty day moving average of $59.11 and a 200-day moving average of $57.74. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $62.69. The firm has a market capitalization of $12.60 billion, a P/E ratio of 12.39 and a beta of 1.04.

About Dimensional U.S. Targeted Value ETF

(Free Report)

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.

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Want to see what other hedge funds are holding DFAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report).