HB Wealth Management LLC Increases Stock Position in Dimensional U.S. Targeted Value ETF $DFAT

HB Wealth Management LLC grew its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 17.4% during the second quarter, Holdings Channel.com reports. The fund owned 81,546 shares of the company’s stock after acquiring an additional 12,057 shares during the period. HB Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,700,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in DFAT. EP Wealth Advisors LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at approximately $249,084,000. Corient Private Wealth LLC raised its position in Dimensional U.S. Targeted Value ETF by 208.5% in the fourth quarter. Corient Private Wealth LLC now owns 2,724,033 shares of the company’s stock valued at $162,189,000 after purchasing an additional 1,841,154 shares during the period. Smartleaf Asset Management LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 8,960.0% during the fourth quarter. Smartleaf Asset Management LLC now owns 1,419,609 shares of the company’s stock worth $85,390,000 after purchasing an additional 1,403,940 shares in the last quarter. Evanson Financial LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the second quarter worth $76,192,000. Finally, Focus Partners Advisor Solutions LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 21.0% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock worth $315,254,000 after buying an additional 919,456 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT opened at $71.82 on Tuesday. The stock has a market capitalization of $14.69 billion, a PE ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a twelve month low of $55.12 and a twelve month high of $72.81. The stock has a fifty day simple moving average of $70.94 and a 200-day simple moving average of $67.47.

About Dimensional U.S. Targeted Value ETF

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.