HBE Wealth Management LLC Invests $2.02 Million in Dimensional U.S. Targeted Value ETF $DFAT

HBE Wealth Management LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 33,942 shares of the company’s stock, valued at approximately $2,021,000. Dimensional U.S. Targeted Value ETF accounts for approximately 1.9% of HBE Wealth Management LLC’s holdings, making the stock its 12th biggest holding.

Other hedge funds have also bought and sold shares of the company. Brighton Jones LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 22.3% during the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after acquiring an additional 3,799 shares during the period. Goldman Sachs Group Inc. acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 1st quarter valued at about $1,376,000. Lido Advisors LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 29.7% in the 2nd quarter. Lido Advisors LLC now owns 11,637 shares of the company’s stock valued at $628,000 after purchasing an additional 2,667 shares during the period. Cresset Asset Management LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 18.1% during the 2nd quarter. Cresset Asset Management LLC now owns 53,985 shares of the company’s stock valued at $2,913,000 after purchasing an additional 8,265 shares in the last quarter. Finally, Vance Wealth LLC grew its stake in Dimensional U.S. Targeted Value ETF by 10.5% during the second quarter. Vance Wealth LLC now owns 155,872 shares of the company’s stock worth $8,411,000 after purchasing an additional 14,801 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $62.76 on Friday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week high of $67.46. The stock has a 50 day simple moving average of $63.83 and a two-hundred day simple moving average of $60.78. The company has a market cap of $12.73 billion, a P/E ratio of 12.39 and a beta of 1.04.

Dimensional U.S. Targeted Value ETF Company 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.