Zhang Financial LLC Has $7.85 Million Position in Dimensional U.S. Targeted Value ETF $DFAT

Zhang Financial LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 503.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 131,795 shares of the company’s stock after buying an additional 109,956 shares during the period. Zhang Financial LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $7,847,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the business. Cary Street Partners Financial LLC boosted its position in Dimensional U.S. Targeted Value ETF by 1.3% during the 4th quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock worth $831,000 after buying an additional 175 shares during the period. Accurate Wealth Management LLC boosted its position in Dimensional U.S. Targeted Value ETF by 3.0% during the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after buying an additional 202 shares during the period. Mutual Advisors LLC boosted its position in Dimensional U.S. Targeted Value ETF by 0.6% during the 4th quarter. Mutual Advisors LLC now owns 37,208 shares of the company’s stock worth $2,215,000 after buying an additional 224 shares during the period. Brookwood Investment Group LLC boosted its position in Dimensional U.S. Targeted Value ETF by 4.6% during the 4th quarter. Brookwood Investment Group LLC now owns 5,304 shares of the company’s stock worth $316,000 after buying an additional 232 shares during the period. Finally, CIBC Private Wealth Group LLC boosted its position in Dimensional U.S. Targeted Value ETF by 59.0% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after buying an additional 243 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $67.59 on Friday. The firm’s 50 day simple moving average is $65.01 and its 200 day simple moving average is $62.96. Dimensional U.S. Targeted Value ETF has a one year low of $51.19 and a one year high of $68.05. The company has a market cap of $13.77 billion, a PE ratio of 12.39 and a beta of 0.99.

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.