Angeles Wealth Management LLC Increases Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Angeles Wealth Management LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 327.9% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,158 shares of the company’s stock after purchasing an additional 2,420 shares during the period. Angeles Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $172,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Wedmont Private Capital purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth $503,000. Rise Advisors LLC boosted its position in Dimensional U.S. Targeted Value ETF by 6.3% in the fourth quarter. Rise Advisors LLC now owns 150,858 shares of the company’s stock worth $7,894,000 after purchasing an additional 8,897 shares during the last quarter. OLIO Financial Planning grew its stake in shares of Dimensional U.S. Targeted Value ETF by 30.3% during the 4th quarter. OLIO Financial Planning now owns 44,064 shares of the company’s stock valued at $2,330,000 after purchasing an additional 10,236 shares during the period. Shira Ridge Wealth Management increased its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the 4th quarter. Shira Ridge Wealth Management now owns 78,980 shares of the company’s stock valued at $4,133,000 after purchasing an additional 485 shares during the last quarter. Finally, Intergy Private Wealth LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 23.9% in the 4th quarter. Intergy Private Wealth LLC now owns 20,291 shares of the company’s stock worth $1,062,000 after purchasing an additional 3,910 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT traded down $1.01 during midday trading on Thursday, hitting $55.11. The company had a trading volume of 168,539 shares, compared to its average volume of 243,181. Dimensional U.S. Targeted Value ETF has a 12-month low of $42.53 and a 12-month high of $56.78. The company has a fifty day moving average of $52.68 and a two-hundred day moving average of $52.05. The company has a market cap of $10.20 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12.

Dimensional U.S. Targeted Value ETF Company 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.