Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) is RF&L Wealth Management LLC’s Largest Position

RF&L Wealth Management LLC raised its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.4% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 294,438 shares of the company’s stock after acquiring an additional 1,095 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 11.6% of RF&L Wealth Management LLC’s holdings, making the stock its largest holding. RF&L Wealth Management LLC owned about 0.16% of Dimensional U.S. Targeted Value ETF worth $16,388,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. JPMorgan Chase & Co. lifted its holdings in Dimensional U.S. Targeted Value ETF by 13.2% during the third quarter. JPMorgan Chase & Co. now owns 259,750 shares of the company’s stock worth $14,450,000 after buying an additional 30,351 shares during the period. FMR LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 12.6% during the third quarter. FMR LLC now owns 20,950 shares of the company’s stock worth $1,165,000 after purchasing an additional 2,349 shares in the last quarter. Summit Trail Advisors LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 24.5% during the 3rd quarter. Summit Trail Advisors LLC now owns 17,382 shares of the company’s stock valued at $967,000 after purchasing an additional 3,424 shares during the last quarter. SC&H Financial Advisors Inc. grew its stake in shares of Dimensional U.S. Targeted Value ETF by 3.8% during the third quarter. SC&H Financial Advisors Inc. now owns 75,063 shares of the company’s stock worth $4,176,000 after acquiring an additional 2,735 shares during the last quarter. Finally, International Assets Investment Management LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at $6,259,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT opened at $57.12 on Friday. The business’s 50-day moving average is $57.82 and its two-hundred day moving average is $55.67. The company has a market capitalization of $10.57 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $49.18 and a fifty-two week high of $61.75.

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.