Dimensional U.S. Targeted Value ETF $DFAT is Ruedi Wealth Management Inc.’s 9th Largest Position

Ruedi Wealth Management Inc. trimmed its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 14.5% in the 2nd quarter, HoldingsChannel reports. The fund owned 217,383 shares of the company’s stock after selling 37,002 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 3.5% of Ruedi Wealth Management Inc.’s holdings, making the stock its 9th biggest holding. Ruedi Wealth Management Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $11,730,000 as of its most recent filing with the SEC.

Other hedge funds also recently added to or reduced their stakes in the company. Apollon Wealth Management LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% during the second quarter. Apollon Wealth Management LLC now owns 17,131 shares of the company’s stock worth $924,000 after buying an additional 230 shares during the period. Silver Oak Securities Incorporated raised its stake in Dimensional U.S. Targeted Value ETF by 1.8% in the second quarter. Silver Oak Securities Incorporated now owns 14,973 shares of the company’s stock valued at $808,000 after buying an additional 258 shares in the last quarter. US Bancorp DE raised its stake in Dimensional U.S. Targeted Value ETF by 0.6% in the second quarter. US Bancorp DE now owns 46,843 shares of the company’s stock valued at $2,528,000 after buying an additional 258 shares in the last quarter. Verus Wealth Management LLC raised its stake in Dimensional U.S. Targeted Value ETF by 0.9% in the first quarter. Verus Wealth Management LLC now owns 33,818 shares of the company’s stock valued at $1,741,000 after buying an additional 286 shares in the last quarter. Finally, LongView Wealth Management raised its stake in Dimensional U.S. Targeted Value ETF by 2.4% in the second quarter. LongView Wealth Management now owns 12,900 shares of the company’s stock valued at $696,000 after buying an additional 300 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $55.75 on Monday. The stock’s 50-day moving average is $57.77 and its two-hundred day moving average is $54.06. The firm has a market cap of $11.11 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94. 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 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.