Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stock Position Increased by RF&L Wealth Management LLC

RF&L Wealth Management LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 294,438 shares of the company’s stock after acquiring an additional 1,095 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 11.6% of RF&L Wealth Management LLC’s portfolio, making the stock its largest holding. RF&L Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $16,388,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Bank of New York Mellon Corp acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth approximately $862,000. Renaissance Technologies LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the second quarter worth $695,000. Glass Jacobson Investment Advisors llc grew its holdings in Dimensional U.S. Targeted Value ETF by 1.7% in the 2nd quarter. Glass Jacobson Investment Advisors llc now owns 37,899 shares of the company’s stock valued at $1,966,000 after buying an additional 636 shares in the last quarter. AE Wealth Management LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 6.6% in the 2nd quarter. AE Wealth Management LLC now owns 292,074 shares of the company’s stock valued at $15,150,000 after buying an additional 18,190 shares in the last quarter. Finally, Summit Trail Advisors LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth $724,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.1 %

NYSEARCA DFAT opened at $57.12 on Friday. Dimensional U.S. Targeted Value ETF has a 52 week low of $49.18 and a 52 week high of $61.75. The firm has a market cap of $10.57 billion, a PE ratio of 9.99 and a beta of 1.12. The business’s fifty day simple moving average is $57.82 and its 200-day simple moving average is $55.67.

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.