BWM Planning LLC Buys New Shares in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

BWM Planning LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 199,987 shares of the company’s stock, valued at approximately $11,125,000. Dimensional U.S. Targeted Value ETF makes up 4.9% of BWM Planning LLC’s holdings, making the stock its 4th largest position. BWM Planning LLC owned about 0.11% of Dimensional U.S. Targeted Value ETF as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Global Trust Asset Management LLC increased its stake in Dimensional U.S. Targeted Value ETF by 2.0% in the 1st quarter. Global Trust Asset Management LLC now owns 10,382 shares of the company’s stock valued at $565,000 after buying an additional 200 shares during the last quarter. Brookstone Capital Management raised its stake in shares of Dimensional U.S. Targeted Value ETF by 5.2% during the third quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock valued at $227,000 after acquiring an additional 202 shares during the last quarter. Investmark Advisory Group LLC raised its stake in Dimensional U.S. Targeted Value ETF by 0.8% during the first quarter. Investmark Advisory Group LLC now owns 37,330 shares of the company’s stock worth $2,032,000 after buying an additional 279 shares during the last quarter. Lam Group Inc. grew its holdings in Dimensional U.S. Targeted Value ETF by 0.9% in the first quarter. Lam Group Inc. now owns 32,010 shares of the company’s stock worth $1,742,000 after purchasing an additional 301 shares during the period. Finally, Tranquility Partners LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 7.9% in the first quarter. Tranquility Partners LLC now owns 4,596 shares of the company’s stock worth $250,000 after purchasing an additional 338 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT traded up $0.90 during mid-day trading on Friday, reaching $55.58. 13,358 shares of the company’s stock traded hands, compared to its average volume of 237,148. The stock has a market cap of $10.29 billion, a P/E ratio of 9.99 and a beta of 1.12. The business has a 50-day simple moving average of $54.13 and a 200 day simple moving average of $53.36. Dimensional U.S. Targeted Value ETF has a 1-year low of $42.53 and a 1-year high of $58.09.

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.