Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stock Position Lifted by Willow Creek Wealth Management Inc.

Willow Creek Wealth Management Inc. grew its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.9% during the second quarter, Holdings Channel reports. The institutional investor owned 1,684,861 shares of the company’s stock after buying an additional 31,888 shares during the period. Dimensional U.S. Targeted Value ETF comprises 11.1% of Willow Creek Wealth Management Inc.’s holdings, making the stock its 2nd biggest position. Willow Creek Wealth Management Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $78,161,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in DFAT. Clearstead Advisors LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the 1st quarter worth approximately $26,000. PNC Financial Services Group Inc. lifted its holdings in Dimensional U.S. Targeted Value ETF by 681.0% in the 4th quarter. PNC Financial Services Group Inc. now owns 781 shares of the company’s stock worth $34,000 after purchasing an additional 681 shares in the last quarter. McIlrath & Eck LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $46,000. Sunbelt Securities Inc. purchased a new position in Dimensional U.S. Targeted Value ETF in the 1st quarter worth approximately $45,000. Finally, First Manhattan Co. lifted its holdings in Dimensional U.S. Targeted Value ETF by 107.4% in the 4th quarter. First Manhattan Co. now owns 1,170 shares of the company’s stock worth $51,000 after purchasing an additional 606 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 0.5 %

NYSEARCA DFAT traded down $0.22 during trading hours on Tuesday, reaching $46.28. The company’s stock had a trading volume of 113,607 shares, compared to its average volume of 312,767. The firm’s 50-day moving average price is $47.97 and its 200-day moving average price is $45.50. Dimensional U.S. Targeted Value ETF has a 1 year low of $38.59 and a 1 year high of $50.00. The company has a market capitalization of $8.25 billion, a price-to-earnings ratio of 8.69 and a beta of 0.94.

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.