White Wing Wealth Management Boosts Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

White Wing Wealth Management raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.0% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 65,538 shares of the company’s stock after acquiring an additional 1,312 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 2.7% of White Wing Wealth Management’s holdings, making the stock its 9th biggest position. White Wing Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,648,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Pure Financial Advisors LLC increased its stake 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 worth $197,951,000 after acquiring an additional 797,607 shares during the last quarter. Elser Financial Planning Inc acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth $39,304,000. Triune Financial Partners LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth $18,067,000. Helen Stephens Group LLC increased 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 worth $17,685,000 after acquiring an additional 313,814 shares during the last quarter. Finally, EP Wealth Advisors LLC increased 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 worth $102,841,000 after acquiring an additional 288,340 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $56.54 on Friday. The company has a market capitalization of $10.47 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a one year low of $50.16 and a one year high of $61.75. The company’s fifty day moving average price is $56.67 and its two-hundred day moving average price is $56.22.

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.