Tumwater Wealth Management LLC acquired a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 551,592 shares of the company’s stock, valued at approximately $30,702,000. Dimensional U.S. Targeted Value ETF accounts for about 16.1% of Tumwater Wealth Management LLC’s portfolio, making the stock its 3rd largest holding.
Other hedge funds have also recently added to or reduced their stakes in the company. Tradewinds Capital Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $28,000. Aspect Partners LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 151.9% in the fourth quarter. Aspect Partners LLC now owns 519 shares of the company’s stock valued at $29,000 after purchasing an additional 313 shares in the last quarter. SYM FINANCIAL Corp bought a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $30,000. Truvestments Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $40,000. Finally, Legacy Investment Solutions LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $46,000.
Dimensional U.S. Targeted Value ETF Stock Up 2.5 %
DFAT stock opened at $51.68 on Friday. Dimensional U.S. Targeted Value ETF has a twelve month low of $50.16 and a twelve month high of $61.75. The stock’s 50 day moving average is $55.68 and its 200-day moving average is $56.20. The firm has a market capitalization of $10.11 billion, a PE 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.
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