Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stake Boosted by Parkwoods Wealth Partners LLC

Parkwoods Wealth Partners LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 585,752 shares of the company’s stock after acquiring an additional 18,846 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 25.9% of Parkwoods Wealth Partners LLC’s investment portfolio, making the stock its biggest position. Parkwoods Wealth Partners LLC owned about 0.32% of Dimensional U.S. Targeted Value ETF worth $32,603,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. McKinley Carter Wealth Services Inc. raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 5.3% during the 4th quarter. McKinley Carter Wealth Services Inc. now owns 159,827 shares of the company’s stock worth $8,896,000 after acquiring an additional 8,057 shares during the period. Asset Dedication LLC raised its stake in Dimensional U.S. Targeted Value ETF by 4.2% during the fourth quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock worth $127,159,000 after purchasing an additional 91,246 shares during the period. Verus Wealth Management LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $1,866,000. Mattern Wealth Management LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 2.5% in the 4th quarter. Mattern Wealth Management LLC now owns 41,005 shares of the company’s stock valued at $2,282,000 after purchasing an additional 1,000 shares during the last quarter. Finally, JDH Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at approximately $13,588,000.

Dimensional U.S. Targeted Value ETF Trading Down 0.4 %

Shares of NYSEARCA:DFAT opened at $57.51 on Wednesday. The company has a market capitalization of $10.65 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12-month low of $49.60 and a 12-month high of $61.75. The business has a 50-day moving average price of $57.63 and a 200 day moving average price of $56.05.

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.