BWM Planning LLC Makes New $11.13 Million Investment in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

BWM Planning LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The fund purchased 199,987 shares of the company’s stock, valued at approximately $11,125,000. Dimensional U.S. Targeted Value ETF accounts for about 4.9% of BWM Planning LLC’s investment portfolio, making the stock its 4th largest position.

Several other hedge funds have also recently modified their holdings of the stock. Freedom Investment Management Inc. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth approximately $3,187,000. Chicago Partners Investment Group LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 7.4% during the fourth quarter. Chicago Partners Investment Group LLC now owns 18,042 shares of the company’s stock worth $919,000 after acquiring an additional 1,240 shares during the period. Great Oak Capital Partners LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $48,866,000. Abel Hall LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $2,027,000. Finally, EP Wealth Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF by 4.8% during the fourth quarter. EP Wealth Advisors LLC now owns 1,262,902 shares of the company’s stock worth $66,088,000 after buying an additional 57,569 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT traded up $0.90 on Friday, hitting $55.58. The company’s stock had a trading volume of 13,358 shares, compared to its average volume of 237,148. The company has a market capitalization of $10.29 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The stock has a 50 day moving average of $54.13 and a 200-day moving average of $53.36. Dimensional U.S. Targeted Value ETF has a 12-month low of $42.53 and a 12-month high of $58.09.

Dimensional U.S. Targeted Value ETF Company Profile

(Free Report)

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.

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Want to see what other hedge funds are holding DFAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report).