Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) is BWM Planning LLC’s 4th Largest Position

BWM Planning LLC reduced its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 192,073 shares of the company’s stock after selling 7,914 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 4.7% of BWM Planning LLC’s portfolio, making the stock its 4th biggest holding. BWM Planning LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $10,691,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in DFAT. Pure Financial Advisors LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 28.9% during the third quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after buying an additional 797,607 shares during the last quarter. Triune Financial Partners LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $18,067,000. Helen Stephens Group LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 8,003.4% during the fourth quarter. Helen Stephens Group LLC now owns 317,735 shares of the company’s stock valued at $17,685,000 after buying an additional 313,814 shares during the last quarter. EP Wealth Advisors LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 18.5% during the third quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock valued at $102,841,000 after buying an additional 288,340 shares during the last quarter. Finally, Strategic Investment Solutions Inc. IL purchased a new stake in Dimensional U.S. Targeted Value ETF during the second quarter valued at approximately $14,646,000.

Dimensional U.S. Targeted Value ETF Trading Down 0.2 %

Shares of DFAT stock opened at $57.60 on Wednesday. Dimensional U.S. Targeted Value ETF has a 12 month low of $49.60 and a 12 month high of $61.75. The stock has a market cap of $10.66 billion, a P/E ratio of 9.99 and a beta of 1.12. The company has a 50 day simple moving average of $57.63 and a two-hundred day simple moving average of $56.05.

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.