BWM Planning LLC Acquires 9,470 Shares of Dimensional U.S. Targeted Value ETF $DFAT

BWM Planning LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 125,048 shares of the company’s stock after acquiring an additional 9,470 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 2.2% of BWM Planning LLC’s investment portfolio, making the stock its 15th largest position. BWM Planning LLC owned 0.06% of Dimensional U.S. Targeted Value ETF worth $7,279,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Trust Co. of Toledo NA OH acquired a new position in Dimensional U.S. Targeted Value ETF during the 2nd quarter worth approximately $27,000. Hantz Financial Services Inc. bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth $53,000. Ameritas Advisory Services LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth $69,000. McIlrath & Eck LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 70.7% in the 3rd quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock valued at $71,000 after acquiring an additional 507 shares during the last quarter. Finally, Retirement Wealth Solutions LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at $72,000.

Dimensional U.S. Targeted Value ETF Stock Down 1.5%

Shares of DFAT stock opened at $63.36 on Friday. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $64.85. The stock’s fifty day simple moving average is $60.33 and its 200 day simple moving average is $58.30. The firm has a market capitalization of $12.79 billion, a P/E 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.