Dimensional U.S. Targeted Value ETF $DFAT Shares Bought by Long Island Wealth Management Inc.

Long Island Wealth Management Inc. lifted its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 29.6% in the 1st quarter, HoldingsChannel.com reports. The fund owned 33,606 shares of the company’s stock after acquiring an additional 7,682 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 1.0% of Long Island Wealth Management Inc.’s holdings, making the stock its 24th biggest position. Long Island Wealth Management Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,099,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Steward Partners Investment Advisory LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 26,409 shares of the company’s stock worth $1,572,000 after purchasing an additional 167 shares during the period. OneAscent Family Office LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 0.4% in the 4th quarter. OneAscent Family Office LLC now owns 42,836 shares of the company’s stock valued at $2,550,000 after purchasing an additional 170 shares during the period. Cary Street Partners Financial LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 1.3% in the 4th quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock valued at $831,000 after purchasing an additional 175 shares during the period. Accurate Wealth Management LLC increased its stake in Dimensional U.S. Targeted Value ETF by 3.0% in the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after purchasing an additional 202 shares in the last quarter. Finally, Cloud Capital Management LLC increased its stake in Dimensional U.S. Targeted Value ETF by 4.0% in the 4th quarter. Cloud Capital Management LLC now owns 5,555 shares of the company’s stock worth $330,000 after purchasing an additional 215 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 0.9%

NYSEARCA DFAT opened at $69.60 on Friday. Dimensional U.S. Targeted Value ETF has a 1 year low of $52.83 and a 1 year high of $70.25. The company has a market cap of $14.18 billion, a PE ratio of 12.39 and a beta of 0.97. The stock’s 50-day moving average price is $67.19 and its two-hundred day moving average price is $64.43.

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.