Aspen Wealth Management LLC Raises Stock Position in Dimensional U.S. Targeted Value ETF $DFAT

Aspen Wealth Management LLC raised its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 524,971 shares of the company’s stock after purchasing an additional 16,469 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 6.6% of Aspen Wealth Management LLC’s investment portfolio, making the stock its 6th biggest holding. Aspen Wealth Management LLC owned 0.26% of Dimensional U.S. Targeted Value ETF worth $31,257,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the business. Valmark Advisers Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 3.5% during the 3rd quarter. Valmark Advisers Inc. now owns 5,744 shares of the company’s stock valued at $334,000 after acquiring an additional 192 shares in the last quarter. Brookwood Investment Group LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 4.1% in the third quarter. Brookwood Investment Group LLC now owns 5,072 shares of the company’s stock worth $295,000 after purchasing an additional 200 shares in the last quarter. Private Trust Co. NA increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.9% during the third quarter. Private Trust Co. NA now owns 7,548 shares of the company’s stock valued at $439,000 after purchasing an additional 215 shares during the period. CIBC Private Wealth Group LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 59.0% during the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares in the last quarter. Finally, CreativeOne Wealth LLC grew its position in Dimensional U.S. Targeted Value ETF by 2.9% in the 3rd quarter. CreativeOne Wealth LLC now owns 8,757 shares of the company’s stock valued at $510,000 after buying an additional 245 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 0.3%

Dimensional U.S. Targeted Value ETF stock opened at $61.11 on Friday. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $67.46. The stock has a market cap of $12.48 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. The company’s 50-day moving average price is $64.07 and its two-hundred day moving average price is $60.52.

About Dimensional U.S. Targeted Value ETF

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.