18,119 Shares in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Acquired by David Wealth Management LLC

David Wealth Management LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 18,119 shares of the company’s stock, valued at approximately $1,009,000. Dimensional U.S. Targeted Value ETF accounts for 0.8% of David Wealth Management LLC’s portfolio, making the stock its 17th biggest holding.

Several other hedge funds also recently bought and sold shares of DFAT. Focus Financial Network Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 24.6% during the fourth quarter. Focus Financial Network Inc. now owns 12,025 shares of the company’s stock worth $669,000 after acquiring an additional 2,371 shares during the period. Walter & Keenan Wealth Management LLC IN ADV grew its stake in Dimensional U.S. Targeted Value ETF by 55.8% in the fourth quarter. Walter & Keenan Wealth Management LLC IN ADV now owns 94,731 shares of the company’s stock worth $5,273,000 after purchasing an additional 33,917 shares in the last quarter. Elser Financial Planning Inc purchased a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter worth $39,304,000. Elevation Wealth Partners LLC raised its position in Dimensional U.S. Targeted Value ETF by 1.3% during the 4th quarter. Elevation Wealth Partners LLC now owns 41,853 shares of the company’s stock valued at $2,330,000 after purchasing an additional 556 shares in the last quarter. Finally, Sensible Money LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 5.8% in the 4th quarter. Sensible Money LLC now owns 792,038 shares of the company’s stock worth $44,085,000 after buying an additional 43,161 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Up 0.4 %

DFAT opened at $57.28 on Wednesday. The business’s fifty day simple moving average is $57.05 and its 200-day simple moving average is $56.17. The company has a market capitalization of $10.60 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12-month low of $49.73 and a 12-month 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.