Pathstone Holdings LLC Increases Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Pathstone Holdings LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 423,518 shares of the company’s stock after purchasing an additional 2,890 shares during the period. Pathstone Holdings LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $23,560,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of DFAT. Blair William & Co. IL boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 35.1% during the 1st quarter. Blair William & Co. IL now owns 3,680 shares of the company’s stock valued at $200,000 after acquiring an additional 957 shares during the last quarter. O Shaughnessy Asset Management LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 20.6% in the first quarter. O Shaughnessy Asset Management LLC now owns 13,060 shares of the company’s stock worth $711,000 after purchasing an additional 2,232 shares during the last quarter. EP Wealth Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF by 4.3% in the 1st quarter. EP Wealth Advisors LLC now owns 1,317,564 shares of the company’s stock worth $71,715,000 after purchasing an additional 54,662 shares during the period. Axxcess Wealth Management LLC raised its stake in Dimensional U.S. Targeted Value ETF by 18.4% during the 1st quarter. Axxcess Wealth Management LLC now owns 7,983 shares of the company’s stock valued at $435,000 after buying an additional 1,240 shares during the last quarter. Finally, Linscomb Wealth Inc. bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter valued at $273,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $58.01 on Wednesday. The firm has a market capitalization of $10.74 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a one year low of $46.36 and a one year high of $60.41. The business has a fifty day moving average of $55.87 and a 200 day moving average of $54.26.

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.