84,545 Shares in Dimensional U.S. Targeted Value ETF $DFAT Purchased by Westwood Wealth Management

Westwood Wealth Management acquired a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 84,545 shares of the company’s stock, valued at approximately $5,034,000. Dimensional U.S. Targeted Value ETF comprises about 3.8% of Westwood Wealth Management’s holdings, making the stock its 6th largest holding.

A number of other hedge funds have also made changes to their positions in the company. Signal Advisors Wealth LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth approximately $236,000. Olistico Wealth LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 85.3% during the 4th quarter. Olistico Wealth LLC now owns 24,495 shares of the company’s stock worth $1,458,000 after purchasing an additional 11,274 shares during the last quarter. CVA Family Office LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 76.8% during the fourth quarter. CVA Family Office LLC now owns 14,113 shares of the company’s stock worth $840,000 after buying an additional 6,131 shares in the last quarter. Willner & Heller LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 43.7% in the fourth quarter. Willner & Heller LLC now owns 17,736 shares of the company’s stock valued at $1,056,000 after buying an additional 5,393 shares during the last quarter. Finally, Fiduciary Financial Group LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 2.3% in the fourth quarter. Fiduciary Financial Group LLC now owns 200,956 shares of the company’s stock worth $11,965,000 after buying an additional 4,510 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.5%

DFAT opened at $62.37 on Friday. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $67.46. The firm has a market capitalization of $12.74 billion, a PE ratio of 12.39 and a beta of 1.04. The firm’s 50-day moving average price is $63.98 and its 200 day moving average price is $60.63.

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.