HB Wealth Management LLC Acquires 56,034 Shares of Dimensional U.S. Targeted Value ETF $DFAT

HB Wealth Management LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 531.4% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 66,579 shares of the company’s stock after purchasing an additional 56,034 shares during the period. HB Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,876,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Brookwood Investment Group LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 4.1% during the third quarter. Brookwood Investment Group LLC now owns 5,072 shares of the company’s stock worth $295,000 after buying an additional 200 shares in the last quarter. Private Trust Co. NA boosted its holdings in 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 during the last quarter. Apollon Wealth Management LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. Apollon Wealth Management LLC now owns 17,131 shares of the company’s stock worth $924,000 after acquiring an additional 230 shares in the last quarter. Citizens Financial Group Inc. RI raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.7% in the second quarter. Citizens Financial Group Inc. RI now owns 5,549 shares of the company’s stock valued at $299,000 after purchasing an additional 250 shares during the last quarter. Finally, Silver Oak Securities Incorporated raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.8% in the second quarter. Silver Oak Securities Incorporated now owns 14,973 shares of the company’s stock valued at $808,000 after purchasing an additional 258 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $62.51 on Friday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week high of $62.69. The firm’s 50-day simple moving average is $59.11 and its 200 day simple moving average is $57.71. The stock has a market cap of $12.60 billion, a PE ratio of 12.39 and a beta of 1.04.

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.