Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Purchased by Apollon Wealth Management LLC

Apollon Wealth Management LLC boosted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 24.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 15,815 shares of the company’s stock after buying an additional 3,107 shares during the period. Apollon Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $880,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of DFAT. Brookstone Capital Management lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 5.2% in the 3rd quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock valued at $227,000 after purchasing an additional 202 shares in the last quarter. Fiduciary Alliance LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $213,000. BlueSky Wealth Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 6.2% during the 3rd quarter. BlueSky Wealth Advisors LLC now owns 274,915 shares of the company’s stock valued at $15,294,000 after buying an additional 16,035 shares during the period. Nova R Wealth Inc. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at about $215,000. Finally, Watershed Private Wealth LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.9% during the 3rd quarter. Watershed Private Wealth LLC now owns 105,106 shares of the company’s stock valued at $5,847,000 after buying an additional 2,974 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA:DFAT opened at $57.28 on Wednesday. The company has a market cap of $10.60 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a one year low of $49.73 and a one year high of $61.75. The business’s 50-day simple moving average is $57.05 and its 200 day simple moving average is $56.17.

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.