Willow Creek Wealth Management Inc. Grows Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Willow Creek Wealth Management Inc. boosted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.4% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,099,217 shares of the company’s stock after acquiring an additional 69,450 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 10.2% of Willow Creek Wealth Management Inc.’s holdings, making the stock its biggest position. Willow Creek Wealth Management Inc. owned about 1.06% of Dimensional U.S. Targeted Value ETF worth $113,274,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in DFAT. Rossby Financial LCC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the first quarter valued at approximately $26,000. EQ Wealth Advisors LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the first quarter valued at approximately $28,000. Integrity Financial Corp WA bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the first quarter valued at approximately $36,000. Albion Financial Group UT bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the first quarter valued at approximately $67,000. Finally, Crewe Advisors LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the first quarter valued at approximately $78,000.

Dimensional U.S. Targeted Value ETF Trading Up 1.1%

Shares of NYSEARCA:DFAT opened at $58.57 on Friday. The company has a 50 day moving average of $57.26 and a 200 day moving average of $53.65. The stock has a market cap of $11.60 billion, a P/E ratio of 12.39 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a 12 month low of $44.01 and a 12 month high of $61.75.

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.