Altiora Financial Group LLC Boosts Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Altiora Financial Group LLC grew its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 15.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 207,677 shares of the company’s stock after purchasing an additional 28,455 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 2.6% of Altiora Financial Group LLC’s investment portfolio, making the stock its 10th largest holding. Altiora Financial Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $11,553,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of DFAT. Pure Financial Advisors LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 28.9% in the third quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after purchasing an additional 797,607 shares during the period. Creative Planning grew its stake in shares of Dimensional U.S. Targeted Value ETF by 4.1% in the second quarter. Creative Planning now owns 14,250,654 shares of the company’s stock valued at $739,182,000 after acquiring an additional 555,638 shares in the last quarter. Elser Financial Planning Inc acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the second quarter valued at about $28,634,000. Magnolia Capital Advisors LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the second quarter valued at about $26,659,000. Finally, Simplicity Wealth LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the second quarter valued at about $17,452,000.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT stock opened at $59.22 on Friday. The company’s 50-day simple moving average is $56.12 and its 200 day simple moving average is $54.32. Dimensional U.S. Targeted Value ETF has a 52 week low of $46.36 and a 52 week high of $60.41. The company has a market capitalization of $10.96 billion, a PE ratio of 9.99 and a beta of 1.12.

Dimensional U.S. Targeted Value ETF 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.