Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stock Holdings Boosted by OLIO Financial Planning

OLIO Financial Planning lifted its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 281.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 165,201 shares of the company’s stock after purchasing an additional 121,865 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 3.2% of OLIO Financial Planning’s portfolio, making the stock its 7th largest position. OLIO Financial Planning owned 0.09% of Dimensional U.S. Targeted Value ETF worth $9,195,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. Juncture Wealth Strategies LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 5.3% in the fourth quarter. Juncture Wealth Strategies LLC now owns 194,009 shares of the company’s stock valued at $10,799,000 after acquiring an additional 9,819 shares in the last quarter. Eclectic Associates Inc. ADV lifted its position in shares of Dimensional U.S. Targeted Value ETF by 190.1% in the 4th quarter. Eclectic Associates Inc. ADV now owns 33,300 shares of the company’s stock worth $1,854,000 after purchasing an additional 21,820 shares during the period. Harel Insurance Investments & Financial Services Ltd. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 95.3% during the 4th quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,660 shares of the company’s stock valued at $92,000 after purchasing an additional 810 shares in the last quarter. RFG Advisory LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 8.3% during the fourth quarter. RFG Advisory LLC now owns 135,794 shares of the company’s stock valued at $7,558,000 after buying an additional 10,423 shares during the period. Finally, McGlone Suttner Wealth Management Inc. bought a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $567,000.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT stock opened at $57.62 on Monday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $49.60 and a fifty-two week high of $61.75. The company has a market capitalization of $10.67 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The business’s 50 day moving average price is $57.64 and its two-hundred day moving average price is $55.99.

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.