Dimensional U.S. Targeted Value ETF $DFAT Stock Position Lifted by Parkwoods Wealth Partners LLC

Parkwoods Wealth Partners LLC raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm 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 about 15.2% of Parkwoods Wealth Partners LLC’s holdings, making the stock its biggest position. Parkwoods Wealth Partners LLC owned approximately 0.43% of Dimensional U.S. Targeted Value ETF worth $51,676,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of the stock. CoreFirst Bank & Trust acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth $26,000. CIBC Private Wealth Group LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% during the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after acquiring an additional 243 shares in the last quarter. IAG Wealth Partners LLC boosted its position in Dimensional U.S. Targeted Value ETF by 350.8% during the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock valued at $50,000 after purchasing an additional 663 shares during the last quarter. McIlrath & Eck LLC boosted its position in Dimensional U.S. Targeted Value ETF by 70.7% during the third quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock valued at $71,000 after purchasing an additional 507 shares during the last quarter. Finally, Retirement Wealth Solutions LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at about $72,000.

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 fifty-two week low of $44.01 and a fifty-two week high of $67.46. The stock’s 50-day moving average is $63.90 and its two-hundred day moving average is $60.68. The firm has a market cap of $12.51 billion, a P/E ratio of 12.39 and a beta of 1.04.

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.