White Wing Wealth Management raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 65,538 shares of the company’s stock after acquiring an additional 1,312 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 2.7% of White Wing Wealth Management’s investment portfolio, making the stock its 9th biggest holding. White Wing Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,648,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Foundations Investment Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.3% during the third quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock valued at $280,000 after buying an additional 209 shares during the last quarter. International Assets Investment Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $6,259,000. CENTRAL TRUST Co raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 37.0% during the third quarter. CENTRAL TRUST Co now owns 1,782 shares of the company’s stock valued at $99,000 after buying an additional 481 shares during the last quarter. Silver Oak Securities Incorporated raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 62.9% during the third quarter. Silver Oak Securities Incorporated now owns 14,954 shares of the company’s stock valued at $829,000 after buying an additional 5,775 shares during the last quarter. Finally, Joel Isaacson & Co. LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.7% during the third quarter. Joel Isaacson & Co. LLC now owns 656,627 shares of the company’s stock valued at $36,528,000 after buying an additional 4,276 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Price Performance
Shares of NYSEARCA:DFAT opened at $56.54 on Friday. 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 cap of $10.47 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The stock’s 50 day moving average price is $56.67 and its 200 day moving average price is $56.22.
About Dimensional U.S. Targeted Value ETF
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.
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