Shearwater Capital LLC Has $4.70 Million Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Shearwater Capital LLC decreased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.1% in the 3rd quarter, HoldingsChannel reports. The firm owned 84,412 shares of the company’s stock after selling 1,822 shares during the period. Dimensional U.S. Targeted Value ETF makes up approximately 3.2% of Shearwater Capital LLC’s holdings, making the stock its 6th largest holding. Shearwater Capital LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,696,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth about $28,000. Bbjs Financial Advisors LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth approximately $30,000. WealthShield Partners LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 134.2% in the second quarter. WealthShield Partners LLC now owns 712 shares of the company’s stock valued at $37,000 after purchasing an additional 408 shares during the last quarter. Innealta Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth approximately $46,000. Finally, EdgeRock Capital LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the 2nd quarter worth approximately $109,000.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT traded up $0.18 during trading on Wednesday, hitting $54.84. The stock had a trading volume of 30,950 shares, compared to its average volume of 237,725. The firm has a market cap of $10.15 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The company has a 50 day moving average price of $54.19 and a 200-day moving average price of $53.34. Dimensional U.S. Targeted Value ETF has a one year low of $42.53 and a one year high of $58.09.

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.