Willow Creek Wealth Management Inc. increased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 0.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,257,538 shares of the company’s stock after buying an additional 15,700 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 9.9% of Willow Creek Wealth Management Inc.’s holdings, making the stock its biggest holding. Willow Creek Wealth Management Inc. owned about 1.10% of Dimensional U.S. Targeted Value ETF worth $149,991,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in DFAT. Busey Bank purchased a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at about $445,000. Oakworth Capital Inc. bought a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at approximately $452,000. Independence Bank of Kentucky purchased a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $30,000. Lodestar Private Asset Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $1,282,000. Finally, Park Avenue Securities LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $20,617,000.
Dimensional U.S. Targeted Value ETF Stock Performance
Shares of DFAT stock opened at $69.43 on Wednesday. The firm has a market cap of $14.31 billion, a P/E ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $55.12 and a fifty-two week high of $72.81. The business’s 50 day moving average price is $69.26 and its 200-day moving average price is $67.20.
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.
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