OLIO Financial Planning Has $2.29 Million Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

OLIO Financial Planning lowered its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.7% during the first quarter, Holdings Channel reports. The institutional investor owned 43,336 shares of the company’s stock after selling 728 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 1.0% of OLIO Financial Planning’s investment portfolio, making the stock its 17th biggest position. OLIO Financial Planning’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,292,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Corient Private Wealth LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 0.4% in the fourth quarter. Corient Private Wealth LLC now owns 2,748,722 shares of the company’s stock valued at $143,841,000 after purchasing an additional 10,299 shares during the last quarter. Fortress Wealth Management Inc. boosted its stake in Dimensional U.S. Targeted Value ETF by 33.4% in the 4th quarter. Fortress Wealth Management Inc. now owns 26,701 shares of the company’s stock valued at $1,397,000 after purchasing an additional 6,687 shares during the period. Pioneer Wealth Management Group grew its holdings in Dimensional U.S. Targeted Value ETF by 59.9% in the 4th quarter. Pioneer Wealth Management Group now owns 57,606 shares of the company’s stock valued at $3,015,000 after buying an additional 21,580 shares in the last quarter. SC&H Financial Advisors Inc. increased its position in Dimensional U.S. Targeted Value ETF by 0.6% during the 4th quarter. SC&H Financial Advisors Inc. now owns 67,509 shares of the company’s stock worth $3,533,000 after buying an additional 433 shares during the period. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.7% during the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 848,654 shares of the company’s stock worth $44,410,000 after buying an additional 14,586 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock traded up $0.03 on Thursday, hitting $51.39. The company’s stock had a trading volume of 194,768 shares, compared to its average volume of 241,199. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $42.53 and a fifty-two week high of $54.64. The company has a market capitalization of $9.51 billion, a PE ratio of 9.99 and a beta of 1.12. The stock’s 50 day moving average is $52.49 and its 200-day moving average is $51.95.

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.