Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Position Lifted by Dopkins Wealth Management LLC

Dopkins Wealth Management LLC boosted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 14.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 326,625 shares of the company’s stock after buying an additional 40,982 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 9.3% of Dopkins Wealth Management LLC’s portfolio, making the stock its 3rd largest holding. Dopkins Wealth Management LLC owned approximately 0.18% of Dimensional U.S. Targeted Value ETF worth $18,180,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Curio Wealth LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $3,236,000. Tumwater Wealth Management LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $30,702,000. Hutchinson Capital Management CA raised its holdings in Dimensional U.S. Targeted Value ETF by 176.7% in the 4th quarter. Hutchinson Capital Management CA now owns 27,213 shares of the company’s stock valued at $1,515,000 after acquiring an additional 17,378 shares during the last quarter. First Financial Group Corp acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $351,000. Finally, Poinciana Advisors Group LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $1,780,000.

Dimensional U.S. Targeted Value ETF Trading Up 1.2 %

DFAT stock opened at $52.28 on Tuesday. The company has a market cap of $10.20 billion, a price-to-earnings ratio of 13.05 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.16 and a 12 month high of $61.75. The firm has a 50-day moving average of $55.61 and a two-hundred day moving average of $56.19.

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.