Parkwoods Wealth Partners LLC Has $51.68 Million Stake in Dimensional U.S. Targeted Value ETF $DFAT

Parkwoods Wealth Partners LLC increased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 867,921 shares of the company’s stock after buying an additional 15,293 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 15.2% of Parkwoods Wealth Partners LLC’s portfolio, making the stock its biggest holding. Parkwoods Wealth Partners LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $51,676,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Valmark Advisers Inc. lifted its position in shares of Dimensional U.S. Targeted Value ETF by 3.5% in the 3rd quarter. Valmark Advisers Inc. now owns 5,744 shares of the company’s stock worth $334,000 after acquiring an additional 192 shares during the period. Brookwood Investment Group LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the 3rd quarter. Brookwood Investment Group LLC now owns 5,072 shares of the company’s stock worth $295,000 after purchasing an additional 200 shares in the last quarter. Accurate Wealth Management LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 3.0% during the fourth quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock valued at $439,000 after purchasing an additional 202 shares during the period. Private Trust Co. NA increased its position in shares of Dimensional U.S. Targeted Value ETF by 2.9% during the third quarter. Private Trust Co. NA now owns 7,548 shares of the company’s stock valued at $439,000 after purchasing an additional 215 shares during the period. Finally, CIBC Private Wealth Group LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $61.22 on Tuesday. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $67.46. The stock has a fifty day moving average price of $63.90 and a 200 day moving average price of $60.68. The stock has a market cap of $12.51 billion, a P/E ratio of 12.39 and a beta of 1.04.

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.