Weinberger Asset Management Inc Increases Position in Dimensional U.S. Targeted Value ETF $DFAT

Weinberger Asset Management Inc boosted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 26.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 82,135 shares of the company’s stock after purchasing an additional 16,991 shares during the period. Dimensional U.S. Targeted Value ETF comprises 1.7% of Weinberger Asset Management Inc’s portfolio, making the stock its 16th largest position. Weinberger Asset Management Inc’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,781,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of DFAT. Brighton Jones LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 22.3% during the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after buying an additional 3,799 shares during the last quarter. Comerica Bank raised its holdings in Dimensional U.S. Targeted Value ETF by 43.9% in the first quarter. Comerica Bank now owns 8,539 shares of the company’s stock valued at $440,000 after acquiring an additional 2,607 shares in the last quarter. CreativeOne Wealth LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 134.8% in the first quarter. CreativeOne Wealth LLC now owns 9,372 shares of the company’s stock valued at $483,000 after acquiring an additional 5,380 shares in the last quarter. Ieq Capital LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 41.7% during the 1st quarter. Ieq Capital LLC now owns 10,325 shares of the company’s stock valued at $532,000 after acquiring an additional 3,039 shares during the last quarter. Finally, Okabena Investment Services Inc. acquired a new position in Dimensional U.S. Targeted Value ETF during the 1st quarter worth $334,000.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT opened at $60.55 on Thursday. The company has a market capitalization of $12.08 billion, a P/E ratio of 12.39 and a beta of 1.04. The company has a 50-day moving average of $58.33 and a 200-day moving average of $57.10. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $61.77.

Dimensional U.S. Targeted Value ETF 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.