Tumwater Wealth Management LLC Invests $30.70 Million in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Tumwater Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 551,592 shares of the company’s stock, valued at approximately $30,702,000. Dimensional U.S. Targeted Value ETF accounts for approximately 16.1% of Tumwater Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Tumwater Wealth Management LLC owned 0.30% of Dimensional U.S. Targeted Value ETF as of its most recent filing with the Securities and Exchange Commission.

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

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $51.68 on Friday. Dimensional U.S. Targeted Value ETF has a one year low of $50.16 and a one year high of $61.75. The company has a market cap of $10.11 billion, a PE ratio of 13.23 and a beta of 1.05. The stock has a 50-day moving average of $55.68 and a 200-day moving average of $56.20.

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.