Babb Wealth Advisors LLC Makes New $18.39 Million Investment in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Babb Wealth Advisors LLC purchased a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 330,360 shares of the company’s stock, valued at approximately $18,388,000. Dimensional U.S. Targeted Value ETF makes up 14.8% of Babb Wealth Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding. Babb Wealth Advisors LLC owned 0.18% of Dimensional U.S. Targeted Value ETF as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently modified their holdings of the company. Tradewinds Capital Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth $28,000. Aspect Partners LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 151.9% during the fourth quarter. Aspect Partners LLC now owns 519 shares of the company’s stock valued at $29,000 after buying an additional 313 shares in the last quarter. SYM FINANCIAL Corp bought a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at about $30,000. Truvestments Capital LLC bought a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at about $40,000. Finally, Legacy Investment Solutions LLC bought a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at about $46,000.

Dimensional U.S. Targeted Value ETF Stock Down 0.8 %

Shares of DFAT stock opened at $52.44 on Friday. The stock has a 50-day simple moving average of $56.19 and a 200 day simple moving average of $56.32. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $50.16 and a fifty-two week high of $61.75. The stock has a market capitalization of $10.26 billion, a P/E ratio of 13.23 and a beta of 1.05.

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.