JDH Wealth Management LLC Invests $13.59 Million in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

JDH Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 244,124 shares of the company’s stock, valued at approximately $13,588,000. Dimensional U.S. Targeted Value ETF comprises approximately 11.9% of JDH Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Forum Financial Management LP raised its position in shares of Dimensional U.S. Targeted Value ETF by 1.8% in the 3rd quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after acquiring an additional 154,338 shares in the last quarter. Pure Financial Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 12.9% during the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock valued at $223,579,000 after buying an additional 458,509 shares during the period. Asset Dedication LLC lifted its position in Dimensional U.S. Targeted Value ETF by 4.3% during the third quarter. Asset Dedication LLC now owns 2,193,323 shares of the company’s stock valued at $122,015,000 after buying an additional 90,019 shares during the period. EP Wealth Advisors LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 18.5% during the 3rd quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock valued at $102,841,000 after buying an additional 288,340 shares in the last quarter. Finally, Apella Capital LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 6.5% in the 3rd quarter. Apella Capital LLC now owns 1,753,747 shares of the company’s stock worth $95,790,000 after buying an additional 107,588 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT opened at $57.73 on Tuesday. Dimensional U.S. Targeted Value ETF has a 1 year low of $49.60 and a 1 year high of $61.75. The firm has a 50-day moving average of $57.63 and a 200 day moving average of $56.02. The stock has a market cap of $10.69 billion, a P/E ratio of 9.99 and a beta of 1.12.

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.