Dopkins Wealth Management LLC Has $18.56 Million Stock Position in Dimensional U.S. Targeted Value ETF $DFAT

Dopkins Wealth Management LLC trimmed its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 10.4% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 297,224 shares of the company’s stock after selling 34,488 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 7.5% of Dopkins Wealth Management LLC’s holdings, making the stock its 4th biggest holding. Dopkins Wealth Management LLC owned 0.15% of Dimensional U.S. Targeted Value ETF worth $18,562,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of DFAT. CoreFirst Bank & Trust bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at about $26,000. CIBC Private Wealth Group LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 59.0% in 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. IAG Wealth Partners LLC increased its position in Dimensional U.S. Targeted Value ETF by 350.8% during the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after acquiring an additional 663 shares during the period. Timmons Wealth Management LLC bought a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $50,000. Finally, Optima Capital LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth about $60,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.9%

NYSEARCA DFAT opened at $68.95 on Thursday. The company has a market capitalization of $14.05 billion, a P/E ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 12-month low of $52.83 and a 12-month high of $70.25. The firm has a 50-day moving average price of $67.10 and a two-hundred day moving average price of $64.36.

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.