BWM Planning LLC Reduces Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

BWM Planning LLC lessened its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 192,073 shares of the company’s stock after selling 7,914 shares during the period. Dimensional U.S. Targeted Value ETF comprises 4.7% of BWM Planning LLC’s portfolio, making the stock its 4th largest holding. BWM Planning LLC owned about 0.10% of Dimensional U.S. Targeted Value ETF worth $10,691,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Iron Horse Wealth Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth approximately $32,000. Truvestments Capital LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $40,000. Legacy Investment Solutions LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $46,000. Howe & Rusling Inc. purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $61,000. Finally, Harel Insurance Investments & Financial Services Ltd. raised its holdings in shares of 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 valued at $92,000 after purchasing an additional 810 shares during the last quarter.

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

DFAT opened at $57.60 on Wednesday. The firm has a 50 day moving average price of $57.63 and a 200-day moving average price of $56.05. Dimensional U.S. Targeted Value ETF has a twelve month low of $49.60 and a twelve month high of $61.75. The stock has a market capitalization of $10.66 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12.

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.