Walter & Keenan Wealth Management LLC IN ADV Acquires 33,917 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Walter & Keenan Wealth Management LLC IN ADV increased its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 55.8% during the fourth quarter, Holdings Channel reports. The firm owned 94,731 shares of the company’s stock after acquiring an additional 33,917 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 1.6% of Walter & Keenan Wealth Management LLC IN ADV’s portfolio, making the stock its 17th biggest holding. Walter & Keenan Wealth Management LLC IN ADV’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,273,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. SYM FINANCIAL Corp bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $30,000. Iron Horse Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at approximately $32,000. Truvestments Capital LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $40,000. Legacy Investment Solutions LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $46,000. Finally, Howe & Rusling Inc. bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at approximately $61,000.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT stock opened at $56.93 on Monday. The firm has a fifty day moving average price of $57.18 and a 200 day moving average price of $56.16. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $49.73 and a fifty-two week high of $61.75. The firm has a market cap of $10.54 billion, a PE ratio of 9.99 and a beta of 1.12.

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.