Dimensional U.S. Targeted Value ETF $DFAT is Ruedi Wealth Management Inc.’s 9th Largest Position

Ruedi Wealth Management Inc. lessened its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 208,993 shares of the company’s stock after selling 9,048 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 3.3% of Ruedi Wealth Management Inc.’s holdings, making the stock its 9th largest position. Ruedi Wealth Management Inc. owned approximately 0.10% of Dimensional U.S. Targeted Value ETF worth $12,443,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently modified their holdings of the company. Brighton Jones LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after acquiring an additional 3,799 shares in the last quarter. Goldman Sachs Group Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF in the 1st quarter valued at about $1,376,000. NewEdge Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock valued at $5,347,000 after buying an additional 1,393 shares during the last quarter. Sei Investments Co. bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth approximately $703,000. Finally, Main Street Financial Solutions LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% during the 2nd quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock worth $2,264,000 after buying an additional 576 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.7%

Shares of NYSEARCA DFAT opened at $66.95 on Friday. The company has a market capitalization of $13.64 billion, a PE ratio of 12.39 and a beta of 0.99. The stock’s 50 day moving average price is $64.52 and its 200-day moving average price is $62.62. Dimensional U.S. Targeted Value ETF has a twelve month low of $50.75 and a twelve month high of $67.94.

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.