B&D White Capital Company LLC Boosts Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

B&D White Capital Company LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 920.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 96,226 shares of the company’s stock after purchasing an additional 86,798 shares during the period. B&D White Capital Company LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,729,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the business. Steward Partners Investment Advisory LLC increased its position in Dimensional U.S. Targeted Value ETF by 0.6% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 26,409 shares of the company’s stock valued at $1,572,000 after purchasing an additional 167 shares during the period. OneAscent Family Office LLC increased its position in Dimensional U.S. Targeted Value ETF by 0.4% during the 4th quarter. OneAscent Family Office LLC now owns 42,836 shares of the company’s stock valued at $2,550,000 after purchasing an additional 170 shares during the period. Cary Street Partners Financial LLC increased its position in Dimensional U.S. Targeted Value ETF by 1.3% during the 4th quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock valued at $831,000 after purchasing an additional 175 shares during the period. Accurate Wealth Management LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 3.0% in the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after buying an additional 202 shares during the last quarter. Finally, Cloud Capital Management LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 4.0% in the 4th quarter. Cloud Capital Management LLC now owns 5,555 shares of the company’s stock worth $330,000 after buying an additional 215 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 1.0%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $69.58 on Friday. The firm’s 50 day moving average price is $66.35 and its 200-day moving average price is $63.78. Dimensional U.S. Targeted Value ETF has a 52-week low of $52.27 and a 52-week high of $69.87. The company has a market cap of $14.18 billion, a P/E ratio of 12.39 and a beta of 0.97.

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.