Summit Wealth Partners LLC Purchases New Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Summit Wealth Partners LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 3,966 shares of the company’s stock, valued at approximately $221,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. First Trust Direct Indexing L.P. purchased a new stake in Dimensional U.S. Targeted Value ETF in the first quarter worth $862,000. Better Money Decisions LLC increased its position in Dimensional U.S. Targeted Value ETF by 43.8% in the first quarter. Better Money Decisions LLC now owns 138,953 shares of the company’s stock worth $7,563,000 after buying an additional 42,302 shares during the last quarter. St. Louis Trust Co purchased a new stake in Dimensional U.S. Targeted Value ETF in the first quarter worth $368,000. Elevate Wealth Advisory Inc. increased its position in Dimensional U.S. Targeted Value ETF by 27.7% in the first quarter. Elevate Wealth Advisory Inc. now owns 52,960 shares of the company’s stock worth $2,883,000 after buying an additional 11,488 shares during the last quarter. Finally, Financial Counselors Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF in the first quarter worth $1,909,000.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $54.82 on Friday. The business has a fifty day simple moving average of $54.91 and a two-hundred day simple moving average of $53.64. Dimensional U.S. Targeted Value ETF has a 1 year low of $43.91 and a 1 year high of $58.09. The company has a market capitalization of $10.15 billion, a P/E ratio of 9.99 and a beta of 1.12.

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.