Castle Wealth Management LLC Decreases Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Castle Wealth Management LLC lessened its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 5,454 shares of the company’s stock after selling 350 shares during the period. Castle Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $304,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. GEM Asset Management LLC increased its stake in Dimensional U.S. Targeted Value ETF by 35.8% in the fourth quarter. GEM Asset Management LLC now owns 5,925 shares of the company’s stock worth $330,000 after purchasing an additional 1,562 shares during the period. TFB Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 7.2% in the fourth quarter. TFB Advisors LLC now owns 5,941 shares of the company’s stock worth $331,000 after purchasing an additional 397 shares during the period. David Wealth Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the fourth quarter worth $1,009,000. Focus Financial Network Inc. increased its stake in Dimensional U.S. Targeted Value ETF by 24.6% in the fourth quarter. Focus Financial Network Inc. now owns 12,025 shares of the company’s stock worth $669,000 after purchasing an additional 2,371 shares during the period. Finally, Walter & Keenan Wealth Management LLC IN ADV increased its stake in Dimensional U.S. Targeted Value ETF by 55.8% in the fourth quarter. Walter & Keenan Wealth Management LLC IN ADV now owns 94,731 shares of the company’s stock worth $5,273,000 after purchasing an additional 33,917 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Down 1.5 %

DFAT stock opened at $56.41 on Thursday. The business’s fifty day simple moving average is $56.97 and its two-hundred day simple moving average is $56.17. Dimensional U.S. Targeted Value ETF has a twelve month low of $49.73 and a twelve month high of $61.75. The firm has a market cap of $10.44 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12.

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.