marrick wealth LLC Purchases New Stake in Dimensional U.S. Targeted Value ETF $DFAT

marrick wealth LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 35,019 shares of the company’s stock, valued at approximately $2,085,000. Dimensional U.S. Targeted Value ETF accounts for about 1.7% of marrick wealth LLC’s holdings, making the stock its 11th largest position.

Other hedge funds also recently bought and sold shares of the company. CoreFirst Bank & Trust acquired a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth about $26,000. CIBC Private Wealth Group LLC increased its position in Dimensional U.S. Targeted Value ETF by 59.0% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after purchasing an additional 243 shares during the last quarter. IAG Wealth Partners LLC increased its position in Dimensional U.S. Targeted Value ETF by 350.8% in the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after purchasing an additional 663 shares during the last quarter. Timmons Wealth Management LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter worth about $50,000. Finally, Optima Capital LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter worth about $60,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $69.58 on Friday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $52.27 and a fifty-two week high of $69.87. The stock’s 50-day moving average is $66.35 and its two-hundred day moving average is $63.78. The firm 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 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.