Trailhead Planners LLC Purchases Shares of 11,476 Dimensional U.S. Targeted Value ETF $DFAT

Trailhead Planners LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund purchased 11,476 shares of the company’s stock, valued at approximately $683,000. Dimensional U.S. Targeted Value ETF comprises 0.7% of Trailhead Planners LLC’s investment portfolio, making the stock its 27th largest position.

A number of other hedge funds have also added to or reduced their stakes in the stock. Tandemgrowth Financial Advisors LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $785,000. Oath Planning LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $338,000. Babb Wealth Advisors LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 13.1% during the 4th quarter. Babb Wealth Advisors LLC now owns 428,563 shares of the company’s stock valued at $25,517,000 after purchasing an additional 49,681 shares during the last quarter. Empowered Funds LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $376,000. Finally, Entelevest LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $2,647,000.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT stock opened at $68.92 on Friday. The company has a market capitalization of $14.05 billion, a P/E ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 52-week low of $52.27 and a 52-week high of $68.93. The business has a 50-day simple moving average of $66.21 and a two-hundred day simple moving average of $63.74.

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.