Wealth Management Strategies Inc. Purchases New Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Wealth Management Strategies Inc. bought a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, Holdings Channel reports. The fund bought 10,224 shares of the company’s stock, valued at approximately $569,000. Dimensional U.S. Targeted Value ETF accounts for about 0.4% of Wealth Management Strategies Inc.’s investment portfolio, making the stock its 20th largest holding.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Valmark Advisers Inc. raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.8% during the fourth quarter. Valmark Advisers Inc. now owns 6,855 shares of the company’s stock worth $382,000 after acquiring an additional 184 shares during the period. Frazier Financial Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 5.4% during the 4th quarter. Frazier Financial Advisors LLC now owns 3,789 shares of the company’s stock valued at $210,000 after purchasing an additional 194 shares during the last quarter. LJI Wealth Management LLC boosted its position in Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. LJI Wealth Management LLC now owns 56,245 shares of the company’s stock worth $3,131,000 after purchasing an additional 242 shares during the period. Claris Advisors LLC MO increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the fourth quarter. Claris Advisors LLC MO now owns 80,881 shares of the company’s stock valued at $4,502,000 after purchasing an additional 261 shares during the last quarter. Finally, Grand Wealth Management LLC grew its stake in Dimensional U.S. Targeted Value ETF by 1.6% in the 4th quarter. Grand Wealth Management LLC now owns 18,278 shares of the company’s stock valued at $1,017,000 after buying an additional 281 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.5%

NYSEARCA:DFAT opened at $51.33 on Friday. The stock has a 50 day simple moving average of $50.02 and a 200 day simple moving average of $54.46. The stock has a market cap of $10.11 billion, a P/E ratio of 13.37 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $61.75.

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.