Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) is Meritas Wealth Management LLC’s 2nd Largest Position

Meritas Wealth Management LLC cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 444,733 shares of the company’s stock after selling 17,211 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 14.9% of Meritas Wealth Management LLC’s portfolio, making the stock its 2nd largest holding. Meritas Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $24,754,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Creative Planning lifted its position in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the 2nd quarter. Creative Planning now owns 14,250,654 shares of the company’s stock valued at $739,182,000 after buying an additional 555,638 shares in the last quarter. Forum Financial Management LP lifted its holdings in Dimensional U.S. Targeted Value ETF by 1.8% during the third quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock valued at $488,619,000 after purchasing an additional 154,338 shares in the last quarter. Pure Financial Advisors LLC boosted 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 worth $197,951,000 after purchasing an additional 797,607 shares during the period. Asset Dedication LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 4.3% in the third quarter. Asset Dedication LLC now owns 2,193,323 shares of the company’s stock worth $122,015,000 after purchasing an additional 90,019 shares during the period. Finally, RW Investment Management LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 4.0% in the second quarter. RW Investment Management LLC now owns 1,889,949 shares of the company’s stock worth $98,032,000 after purchasing an additional 72,224 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT opened at $57.37 on Monday. The stock has a market cap of $10.62 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The firm’s fifty day moving average is $57.78 and its 200 day moving average is $55.77. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $49.34 and a fifty-two week high of $61.75.

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.