HBE Wealth Management LLC Purchases Shares of 33,942 Dimensional U.S. Targeted Value ETF $DFAT

HBE Wealth Management LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, Holdings Channel reports. The firm acquired 33,942 shares of the company’s stock, valued at approximately $2,021,000. Dimensional U.S. Targeted Value ETF accounts for 1.9% of HBE Wealth Management LLC’s holdings, making the stock its 12th biggest position.

Several other large investors also recently made changes to their positions in DFAT. Valmark Advisers Inc. increased its position in Dimensional U.S. Targeted Value ETF by 3.5% in the 3rd quarter. Valmark Advisers Inc. now owns 5,744 shares of the company’s stock valued at $334,000 after buying an additional 192 shares in the last quarter. Brookwood Investment Group LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 4.1% in the third quarter. Brookwood Investment Group LLC now owns 5,072 shares of the company’s stock worth $295,000 after acquiring an additional 200 shares in the last quarter. Accurate Wealth Management LLC grew its stake in Dimensional U.S. Targeted Value ETF by 3.0% in the fourth quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock valued at $439,000 after acquiring an additional 202 shares during the period. Private Trust Co. NA grew its stake in Dimensional U.S. Targeted Value ETF by 2.9% in the third quarter. Private Trust Co. NA now owns 7,548 shares of the company’s stock valued at $439,000 after acquiring an additional 215 shares during the period. Finally, CIBC Private Wealth Group LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% during the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after acquiring an additional 243 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $62.76 on Friday. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $67.46. The stock’s 50 day moving average is $63.83 and its 200-day moving average is $60.78. The firm has a market capitalization of $12.73 billion, a price-to-earnings 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.