Dimensional U.S. Targeted Value ETF $DFAT Holdings Increased by Bridge Generations Wealth Management LLC

Bridge Generations Wealth Management LLC lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 301,329 shares of the company’s stock after buying an additional 7,494 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 11.1% of Bridge Generations Wealth Management LLC’s holdings, making the stock its 2nd largest position. Bridge Generations Wealth Management LLC owned about 0.15% of Dimensional U.S. Targeted Value ETF worth $17,941,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently modified their holdings of DFAT. Caprock Group LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth about $1,748,000. Fortitude Family Office LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 14.3% in the 4th quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock worth $4,100,000 after purchasing an additional 8,603 shares during the period. OLIO Financial Planning raised its holdings in Dimensional U.S. Targeted Value ETF by 7.1% in the 4th quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock worth $13,479,000 after purchasing an additional 14,980 shares during the period. Disciplined Equity Management Inc. raised its holdings in Dimensional U.S. Targeted Value ETF by 2.8% in the 4th quarter. Disciplined Equity Management Inc. now owns 417,953 shares of the company’s stock worth $24,885,000 after purchasing an additional 11,352 shares during the period. Finally, Bedel Financial Consulting Inc. raised its holdings in Dimensional U.S. Targeted Value ETF by 20.3% in the 3rd quarter. Bedel Financial Consulting Inc. now owns 60,415 shares of the company’s stock worth $3,517,000 after purchasing an additional 10,180 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 0.1%

NYSEARCA DFAT opened at $67.13 on Tuesday. The stock has a market capitalization of $13.68 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a twelve month low of $51.19 and a twelve month high of $68.05. The stock has a 50-day moving average of $65.25 and a 200 day moving average of $63.10.

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.