Capstone Wealth Management LLC Takes Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Capstone Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, HoldingsChannel reports. The fund purchased 208,336 shares of the company’s stock, valued at approximately $11,596,000. Dimensional U.S. Targeted Value ETF comprises 11.3% of Capstone Wealth Management LLC’s portfolio, making the stock its 3rd biggest holding.

Several other hedge funds have also recently bought and sold shares of the company. Atomi Financial Group Inc. purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at $801,000. Great Waters Wealth Management increased its holdings in Dimensional U.S. Targeted Value ETF by 14.7% during the 4th quarter. Great Waters Wealth Management now owns 699,696 shares of the company’s stock valued at $38,945,000 after acquiring an additional 89,726 shares in the last quarter. Aspiriant LLC raised its position in Dimensional U.S. Targeted Value ETF by 0.8% during the fourth quarter. Aspiriant LLC now owns 173,061 shares of the company’s stock worth $9,633,000 after acquiring an additional 1,313 shares during the last quarter. Pure Financial Advisors LLC raised its position in Dimensional U.S. Targeted Value ETF by 12.9% during the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock worth $223,579,000 after acquiring an additional 458,509 shares during the last quarter. Finally, Abacus Wealth Partners LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 11.1% in the fourth quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock valued at $73,588,000 after purchasing an additional 132,428 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $58.10 on Wednesday. Dimensional U.S. Targeted Value ETF has a 1-year low of $49.60 and a 1-year high of $61.75. The stock has a market cap of $10.75 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The firm has a 50 day simple moving average of $57.70 and a 200-day simple moving average of $55.86.

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.