PBMares Wealth Management LLC boosted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 2.3% during the 1st quarter, HoldingsChannel reports. The fund owned 430,972 shares of the company’s stock after acquiring an additional 9,589 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 4.4% of PBMares Wealth Management LLC’s investment portfolio, making the stock its 7th largest position. PBMares Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $22,191,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in DFAT. EQ Wealth Advisors LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 1st quarter valued at $28,000. Bellwether Advisors LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $67,000. Marshall & Sterling Wealth Advisors Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $69,000. Crewe Advisors LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 1st quarter valued at $78,000. Finally, Wood Tarver Financial Group LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $94,000.
Dimensional U.S. Targeted Value ETF Trading Up 1.0%
Shares of DFAT stock opened at $53.32 on Tuesday. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $61.75. The firm’s fifty day moving average price is $51.25 and its two-hundred day moving average price is $53.36. The firm has a market capitalization of $10.51 billion, a P/E ratio of 13.37 and a beta of 1.05.
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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Want to see what other hedge funds are holding DFAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report).
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