Great Waters Wealth Management Grows Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Great Waters Wealth Management increased its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.1% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 942,310 shares of the company’s stock after acquiring an additional 53,953 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 5.6% of Great Waters Wealth Management’s holdings, making the stock its 6th largest holding. Great Waters Wealth Management owned about 0.46% of Dimensional U.S. Targeted Value ETF worth $62,607,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also modified their holdings of the stock. Focus Partners Wealth grew its stake in Dimensional U.S. Targeted Value ETF by 0.3% during the 4th quarter. Focus Partners Wealth now owns 13,284,203 shares of the company’s stock valued at $790,941,000 after acquiring an additional 40,703 shares in the last quarter. Forum Financial Management LP raised its stake in shares of Dimensional U.S. Targeted Value ETF by 1.4% during the 1st quarter. Forum Financial Management LP now owns 10,349,578 shares of the company’s stock worth $646,331,000 after purchasing an additional 142,102 shares in the last quarter. Focus Partners Advisor Solutions LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 21.0% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock valued at $315,254,000 after buying an additional 919,456 shares during the last quarter. Corient Private Wealth LLC increased its holdings 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 worth $162,189,000 after buying an additional 1,841,154 shares during the last quarter. Finally, Apella Capital LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 29.3% in the first quarter. Apella Capital LLC now owns 2,132,827 shares of the company’s stock valued at $141,257,000 after acquiring an additional 483,687 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 1.3%

Dimensional U.S. Targeted Value ETF stock traded down $0.86 during trading hours on Wednesday, reaching $67.09. 150,736 shares of the company were exchanged, compared to its average volume of 337,304. Dimensional U.S. Targeted Value ETF has a 12 month low of $55.12 and a 12 month high of $72.81. The stock has a 50-day moving average of $70.37 and a 200 day moving average of $68.19. The firm has a market cap of $13.81 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99.

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.