Babb Wealth Advisors LLC Boosts Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Babb Wealth Advisors LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 378,882 shares of the company’s stock after buying an additional 20,368 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises about 14.3% of Babb Wealth Advisors LLC’s holdings, making the stock its 3rd largest position. Babb Wealth Advisors LLC owned 0.19% of Dimensional U.S. Targeted Value ETF worth $22,055,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of DFAT. Hantz Financial Services Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF during the 2nd quarter worth about $53,000. McIlrath & Eck LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 70.7% during the 3rd quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock valued at $71,000 after purchasing an additional 507 shares in the last quarter. Retirement Wealth Solutions LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the third quarter worth approximately $72,000. Huntington National Bank bought a new stake in Dimensional U.S. Targeted Value ETF in the second quarter worth approximately $81,000. Finally, Abound Wealth Management bought a new stake in Dimensional U.S. Targeted Value ETF in the third quarter worth approximately $94,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $66.59 on Monday. The stock has a market capitalization of $13.60 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $67.46. The stock’s 50 day moving average price is $63.03 and its two-hundred day moving average price is $59.73.

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.