Dimensional U.S. Targeted Value ETF $DFAT Shares Acquired by Great Waters Wealth Management

Great Waters Wealth Management increased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 12.0% in the 4th quarter, HoldingsChannel reports. The firm owned 823,389 shares of the company’s stock after acquiring an additional 88,542 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 5.4% of Great Waters Wealth Management’s portfolio, making the stock its 6th largest holding. Great Waters Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $49,025,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of DFAT. Valmark Advisers Inc. increased its holdings in Dimensional U.S. Targeted Value ETF by 3.5% in the 3rd quarter. Valmark Advisers Inc. now owns 5,744 shares of the company’s stock valued at $334,000 after buying an additional 192 shares during the period. Brookwood Investment Group LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the 3rd quarter. Brookwood Investment Group LLC now owns 5,072 shares of the company’s stock worth $295,000 after acquiring an additional 200 shares during the period. Accurate Wealth Management LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 3.0% during the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after acquiring an additional 202 shares in the last quarter. Private Trust Co. NA boosted its position in shares of Dimensional U.S. Targeted Value ETF by 2.9% during the 3rd quarter. Private Trust Co. NA now owns 7,548 shares of the company’s stock worth $439,000 after acquiring an additional 215 shares in the last quarter. Finally, CIBC Private Wealth Group LLC increased its stake in Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after acquiring an additional 243 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $62.45 on Wednesday. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $67.46. The stock has a market capitalization of $12.76 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. The company’s 50 day simple moving average is $63.90 and its 200 day simple moving average is $60.71.

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.