Schwarz Dygos Wheeler Investment Advisors LLC Acquires 10,695 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Schwarz Dygos Wheeler Investment Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 13.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 90,781 shares of the company’s stock after acquiring an additional 10,695 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 1.5% of Schwarz Dygos Wheeler Investment Advisors LLC’s portfolio, making the stock its 13th largest holding. Schwarz Dygos Wheeler Investment Advisors LLC owned 0.05% of Dimensional U.S. Targeted Value ETF worth $4,751,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of DFAT. Evanson Asset Management LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 0.7% in the 3rd quarter. Evanson Asset Management LLC now owns 1,158,665 shares of the company’s stock valued at $52,939,000 after acquiring an additional 8,203 shares during the period. Maryland Capital Advisors Inc. grew its position in shares of Dimensional U.S. Targeted Value ETF by 1.2% in the 3rd quarter. Maryland Capital Advisors Inc. now owns 29,196 shares of the company’s stock valued at $1,334,000 after acquiring an additional 338 shares during the period. Steward Financial Group LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 1.3% during the 3rd quarter. Steward Financial Group LLC now owns 314,652 shares of the company’s stock worth $14,376,000 after buying an additional 4,079 shares during the last quarter. Commonwealth Equity Services LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 8.5% during the 3rd quarter. Commonwealth Equity Services LLC now owns 354,738 shares of the company’s stock worth $16,208,000 after buying an additional 27,892 shares during the last quarter. Finally, Balboa Wealth Partners lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 14.8% during the 3rd quarter. Balboa Wealth Partners now owns 10,949 shares of the company’s stock worth $500,000 after buying an additional 1,409 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.7 %

Shares of NYSEARCA DFAT traded up $0.34 during mid-day trading on Friday, reaching $52.00. 190,521 shares of the company were exchanged, compared to its average volume of 251,808. The company’s 50-day simple moving average is $52.17 and its 200-day simple moving average is $49.77. The stock has a market capitalization of $9.62 billion, a P/E ratio of 9.58 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a twelve month low of $41.16 and a twelve month high of $54.64.

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.