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

White Wing Wealth Management lowered its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 64,226 shares of the company’s stock after selling 1,768 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 2.8% of White Wing Wealth Management’s investment portfolio, making the stock its 9th largest position. White Wing Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,573,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Creative Planning grew its position in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the fourth quarter. Creative Planning now owns 13,638,740 shares of the company’s stock worth $713,715,000 after purchasing an additional 534,891 shares in the last quarter. Henrickson Nauta Wealth Advisors Inc. grew its holdings in Dimensional U.S. Targeted Value ETF by 5.9% during the 1st quarter. Henrickson Nauta Wealth Advisors Inc. now owns 223,471 shares of the company’s stock valued at $11,659,000 after buying an additional 12,441 shares in the last quarter. Blair William & Co. IL raised its position in shares of Dimensional U.S. Targeted Value ETF by 35.1% during the first quarter. Blair William & Co. IL now owns 3,680 shares of the company’s stock valued at $200,000 after buying an additional 957 shares during the last quarter. Pioneer Wealth Management Group lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 43.6% in the first quarter. Pioneer Wealth Management Group now owns 82,748 shares of the company’s stock worth $4,504,000 after buying an additional 25,142 shares in the last quarter. Finally, QRG Capital Management Inc. boosted its position in shares of Dimensional U.S. Targeted Value ETF by 42.8% during the first quarter. QRG Capital Management Inc. now owns 5,566 shares of the company’s stock worth $303,000 after acquiring an additional 1,668 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT opened at $54.81 on Tuesday. The company has a market cap of $10.15 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 52-week low of $42.53 and a 52-week high of $58.09. The firm’s fifty day moving average is $54.23 and its two-hundred day moving average is $53.33.

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.