JDH Wealth Management LLC Takes Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

JDH Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 244,124 shares of the company’s stock, valued at approximately $13,588,000. Dimensional U.S. Targeted Value ETF comprises about 11.9% of JDH Wealth Management LLC’s holdings, making the stock its 2nd biggest position. JDH Wealth Management LLC owned 0.13% of Dimensional U.S. Targeted Value ETF at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in DFAT. Iron Horse Wealth Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the third quarter worth $32,000. Truvestments Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth $40,000. Legacy Investment Solutions LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth about $46,000. Howe & Rusling Inc. bought a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $61,000. Finally, Harel Insurance Investments & Financial Services Ltd. raised its stake in Dimensional U.S. Targeted Value ETF by 95.3% in the 4th quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,660 shares of the company’s stock valued at $92,000 after acquiring an additional 810 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 0.2 %

Shares of NYSEARCA:DFAT opened at $57.73 on Tuesday. The company has a 50-day moving average price of $57.63 and a two-hundred day moving average price of $56.02. Dimensional U.S. Targeted Value ETF has a twelve month low of $49.60 and a twelve month high of $61.75. The firm has a market capitalization of $10.69 billion, a PE ratio of 9.99 and a beta of 1.12.

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.