HB Wealth Management LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 531.4% in the 3rd quarter, HoldingsChannel reports. The firm owned 66,579 shares of the company’s stock after acquiring an additional 56,034 shares during the quarter. HB Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,876,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds also recently made changes to their positions in the business. Creative Planning grew its position in Dimensional U.S. Targeted Value ETF by 1.1% during the second quarter. Creative Planning now owns 14,095,721 shares of the company’s stock valued at $760,605,000 after buying an additional 150,227 shares during the period. Forum Financial Management LP boosted its stake in Dimensional U.S. Targeted Value ETF by 5.4% in the second quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock valued at $504,718,000 after acquiring an additional 476,529 shares during the last quarter. Index Fund Advisors Inc. boosted its stake in Dimensional U.S. Targeted Value ETF by 5.7% in the third quarter. Index Fund Advisors Inc. now owns 6,520,506 shares of the company’s stock valued at $379,559,000 after acquiring an additional 349,087 shares during the last quarter. Pure Financial Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 7.8% during the 3rd quarter. Pure Financial Advisors LLC now owns 4,959,303 shares of the company’s stock valued at $288,681,000 after acquiring an additional 357,646 shares during the period. Finally, EP Wealth Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 8.4% during the 2nd quarter. EP Wealth Advisors LLC now owns 3,270,120 shares of the company’s stock worth $176,456,000 after purchasing an additional 253,917 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Trading Up 0.5%
NYSEARCA:DFAT opened at $62.51 on Friday. Dimensional U.S. Targeted Value ETF has a 12 month low of $44.01 and a 12 month high of $62.69. The firm’s 50 day moving average is $59.11 and its 200 day moving average is $57.71. The stock has a market capitalization of $12.60 billion, a PE ratio of 12.39 and a beta of 1.04.
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.
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