Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Acquired by Great Waters Wealth Management

Great Waters Wealth Management boosted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 14.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 699,696 shares of the company’s stock after buying an additional 89,726 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 5.0% of Great Waters Wealth Management’s investment portfolio, making the stock its 7th biggest holding. Great Waters Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $38,945,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Fortress Wealth Management Inc. increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.5% in the 3rd quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock valued at $2,009,000 after acquiring an additional 193 shares during the last quarter. Clear Creek Financial Management LLC increased its stake in Dimensional U.S. Targeted Value ETF by 2.0% during the third quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock valued at $561,000 after purchasing an additional 200 shares during the last quarter. Brookstone Capital Management increased its stake in Dimensional U.S. Targeted Value ETF by 5.2% during the third quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock valued at $227,000 after purchasing an additional 202 shares during the last quarter. Foundations Investment Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.3% during the third quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock worth $280,000 after purchasing an additional 209 shares during the period. Finally, tru Independence LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 5.1% in the 3rd quarter. tru Independence LLC now owns 4,494 shares of the company’s stock worth $250,000 after buying an additional 217 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.4 %

Shares of NYSEARCA:DFAT opened at $57.37 on Tuesday. The company has a market cap of $10.62 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $49.34 and a fifty-two week high of $61.75. The firm has a 50-day simple moving average of $57.73 and a 200 day simple moving average of $55.81.

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.