130,198 Shares in Dimensional U.S. Targeted Value ETF $DFAT Bought by SB Capital Management Inc

SB Capital Management Inc bought a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 130,198 shares of the company’s stock, valued at approximately $7,752,000. Dimensional U.S. Targeted Value ETF makes up 2.8% of SB Capital Management Inc’s investment portfolio, making the stock its 12th largest holding. SB Capital Management Inc owned about 0.06% of Dimensional U.S. Targeted Value ETF at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of DFAT. Cambient Family Office LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $315,000. Capstone Wealth Management Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $5,970,000. Professional Financial Solutions LLC ADV purchased a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $13,716,000. Axxcess Wealth Management LLC raised its stake in Dimensional U.S. Targeted Value ETF by 51.2% during the 4th quarter. Axxcess Wealth Management LLC now owns 88,898 shares of the company’s stock worth $5,293,000 after acquiring an additional 30,099 shares during the period. Finally, Corient Private Wealth LLC raised its stake in Dimensional U.S. Targeted Value ETF by 207.9% during the 4th quarter. Corient Private Wealth LLC now owns 2,718,201 shares of the company’s stock worth $161,842,000 after acquiring an additional 1,835,322 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $68.48 on Friday. Dimensional U.S. Targeted Value ETF has a 1-year low of $52.27 and a 1-year high of $70.25. The company has a market capitalization of $13.96 billion, a P/E ratio of 12.39 and a beta of 0.97. The firm’s 50 day simple moving average is $66.80 and its two-hundred day simple moving average is $64.10.

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.