Great Waters Wealth Management Grows Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Great Waters Wealth Management lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.1% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 888,357 shares of the company’s stock after buying an additional 34,948 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 5.8% of Great Waters Wealth Management’s investment portfolio, making the stock its 6th largest position. Great Waters Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $62,096,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. CIBC Private Wealth Group LLC grew its stake in Dimensional U.S. Targeted Value ETF by 59.0% during 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 in the last quarter. Parallel Advisors LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 49.9% in the 1st quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock valued at $51,000 after acquiring an additional 270 shares during the last quarter. Timmons Wealth Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth $50,000. Optima Capital LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth $60,000. Finally, Modus Advisors LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth $82,000.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT opened at $71.97 on Monday. The company has a market capitalization of $14.73 billion, a PE ratio of 12.39 and a beta of 0.97. The firm has a 50-day simple moving average of $69.60 and a two-hundred day simple moving average of $66.47. Dimensional U.S. Targeted Value ETF has a 52 week low of $54.33 and a 52 week high of $72.80.

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.