58,137 Shares in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Acquired by Curio Wealth LLC

Curio Wealth LLC bought a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 58,137 shares of the company’s stock, valued at approximately $3,236,000. Dimensional U.S. Targeted Value ETF accounts for about 1.7% of Curio Wealth LLC’s portfolio, making the stock its 12th biggest holding.

Several other hedge funds have also recently added to or reduced their stakes in the business. JPMorgan Chase & Co. increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 13.2% during the third quarter. JPMorgan Chase & Co. now owns 259,750 shares of the company’s stock valued at $14,450,000 after purchasing an additional 30,351 shares during the period. FMR LLC grew its position in Dimensional U.S. Targeted Value ETF by 12.6% in the 3rd quarter. FMR LLC now owns 20,950 shares of the company’s stock valued at $1,165,000 after buying an additional 2,349 shares in the last quarter. Summit Trail Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 24.5% during the 3rd quarter. Summit Trail Advisors LLC now owns 17,382 shares of the company’s stock valued at $967,000 after buying an additional 3,424 shares during the period. Hill Investment Group Partners LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.3% during the 3rd quarter. Hill Investment Group Partners LLC now owns 638,280 shares of the company’s stock worth $32,820,000 after buying an additional 1,856 shares in the last quarter. Finally, WorthPointe LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 1.0% in the 3rd quarter. WorthPointe LLC now owns 49,236 shares of the company’s stock worth $2,739,000 after acquiring an additional 481 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $51.68 on Monday. Dimensional U.S. Targeted Value ETF has a 12-month low of $50.16 and a 12-month high of $61.75. The stock has a market capitalization of $10.11 billion, a PE ratio of 13.23 and a beta of 1.05. The firm has a 50 day simple moving average of $55.68 and a 200-day simple moving average of $56.21.

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.