Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Holdings Lifted by Keyes Stange & Wooten Wealth Management LLC

Keyes Stange & Wooten Wealth Management LLC increased its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 279,453 shares of the company’s stock after acquiring an additional 5,170 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 9.2% of Keyes Stange & Wooten Wealth Management LLC’s portfolio, making the stock its 4th biggest holding. Keyes Stange & Wooten Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $15,554,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Tradewinds Capital Management LLC bought a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $28,000. Aspect Partners LLC grew its position in Dimensional U.S. Targeted Value ETF by 151.9% during the fourth quarter. Aspect Partners LLC now owns 519 shares of the company’s stock valued at $29,000 after buying an additional 313 shares during the period. SYM FINANCIAL Corp purchased a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $30,000. Harel Insurance Investments & Financial Services Ltd. increased its holdings in Dimensional U.S. Targeted Value ETF by 95.3% during the fourth quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,660 shares of the company’s stock worth $92,000 after buying an additional 810 shares during the last quarter. Finally, Center for Financial Planning Inc. raised its position in Dimensional U.S. Targeted Value ETF by 27.0% in the fourth quarter. Center for Financial Planning Inc. now owns 2,667 shares of the company’s stock worth $148,000 after acquiring an additional 567 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 1.0 %

DFAT opened at $46.78 on Friday. The company’s 50-day moving average price is $52.69 and its two-hundred day moving average price is $55.53. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $61.75. The stock has a market cap of $9.22 billion, a price-to-earnings ratio of 12.09 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.