Valued Wealth Advisors LLC Increases Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Valued Wealth Advisors LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 77,876 shares of the company’s stock after purchasing an additional 3,856 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 2.7% of Valued Wealth Advisors LLC’s investment portfolio, making the stock its 9th biggest holding. Valued Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,335,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the business. Iron Horse Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $32,000. Truvestments Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at $40,000. Legacy Investment Solutions LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the third quarter worth $46,000. Howe & Rusling Inc. bought a new stake in Dimensional U.S. Targeted Value ETF during the third quarter worth $61,000. Finally, Harel Insurance Investments & Financial Services Ltd. lifted its stake in Dimensional U.S. Targeted Value ETF by 95.3% in the fourth quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,660 shares of the company’s stock valued at $92,000 after acquiring an additional 810 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $57.62 on Monday. The company has a market cap of $10.67 billion, a PE ratio of 9.99 and a beta of 1.12. The firm has a 50-day moving average of $57.64 and a 200-day moving average of $55.99. Dimensional U.S. Targeted Value ETF has a one year low of $49.60 and a one 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.