Vawter Financial Ltd. cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 3.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 159,694 shares of the company’s stock after selling 5,683 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 5.3% of Vawter Financial Ltd.’s portfolio, making the stock its 5th biggest position. Vawter Financial Ltd.’s holdings in Dimensional U.S. Targeted Value ETF were worth $8,889,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds and other institutional investors also recently made changes to their positions in DFAT. Pure Financial Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 28.9% in the third quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after purchasing an additional 797,607 shares during the last quarter. Elser Financial Planning Inc bought a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at $39,304,000. Triune Financial Partners LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at $18,067,000. Helen Stephens Group LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 8,003.4% in 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 in the last quarter. Finally, EP Wealth Advisors LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 18.5% in 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 in the last quarter.
Dimensional U.S. Targeted Value ETF Trading Up 0.5 %
NYSEARCA:DFAT opened at $57.26 on Wednesday. Dimensional U.S. Targeted Value ETF has a 1-year low of $50.16 and a 1-year high of $61.75. The firm has a fifty day simple moving average of $56.77 and a 200 day simple moving average of $56.21. The stock has a market capitalization of $10.60 billion, a PE ratio of 9.99 and a beta of 1.12.
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.
Featured Articles
- Five stocks we like better than Dimensional U.S. Targeted Value ETF
- Why Special Dividends Can be a Delightful Surprise for Income Investors
- Hims & Hers Earnings Could Be a Game Changer—What to Do Now
- 5 discounted opportunities for dividend growth investors
- DeepSeek IPO Remains Far Off—Investors Eye 4 Chinese AI Stocks
- What Does a Stock Split Mean?
- Mortgage Market Bottom? Why Rocket Companies Could Be a Buy
Want to see what other hedge funds are holding DFAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report).
Receive News & Ratings for Dimensional U.S. Targeted Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional U.S. Targeted Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.