Ruedi Wealth Management Inc. raised its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 3.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 216,534 shares of the company’s stock after acquiring an additional 7,541 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 3.5% of Ruedi Wealth Management Inc.’s investment portfolio, making the stock its 9th largest holding. Ruedi Wealth Management Inc. owned 0.11% of Dimensional U.S. Targeted Value ETF worth $13,523,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Steward Partners Investment Advisory LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 26,409 shares of the company’s stock valued at $1,572,000 after purchasing an additional 167 shares during the period. OneAscent Family Office LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. OneAscent Family Office LLC now owns 42,836 shares of the company’s stock worth $2,550,000 after purchasing an additional 170 shares during the period. Cary Street Partners Financial LLC increased its position in Dimensional U.S. Targeted Value ETF by 1.3% during the fourth quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock worth $831,000 after buying an additional 175 shares during the last quarter. Accurate Wealth Management LLC increased its position in Dimensional U.S. Targeted Value ETF by 3.0% during the fourth quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after buying an additional 202 shares during the last quarter. Finally, Cloud Capital Management LLC raised its stake in Dimensional U.S. Targeted Value ETF by 4.0% in the fourth quarter. Cloud Capital Management LLC now owns 5,555 shares of the company’s stock valued at $330,000 after buying an additional 215 shares during the period.
Dimensional U.S. Targeted Value ETF Price Performance
DFAT opened at $69.65 on Monday. Dimensional U.S. Targeted Value ETF has a 12-month low of $52.83 and a 12-month high of $70.43. The stock has a market cap of $14.26 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. The business has a 50 day moving average of $67.93 and a 200-day moving average of $65.13.
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.
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