Dopkins Wealth Management LLC Has $15.89 Million Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Dopkins Wealth Management LLC lessened its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 15.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 285,643 shares of the company’s stock after selling 50,619 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 12.8% of Dopkins Wealth Management LLC’s holdings, making the stock its 2nd largest holding. Dopkins Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $15,890,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of DFAT. Thurston Springer Miller Herd & Titak Inc. bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $28,000. Bbjs Financial Advisors LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $30,000. Iron Horse Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $32,000. WealthShield Partners LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 134.2% in the 2nd quarter. WealthShield Partners LLC now owns 712 shares of the company’s stock valued at $37,000 after acquiring an additional 408 shares during the last quarter. Finally, Innealta Capital LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the 2nd quarter valued at about $46,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $59.05 on Thursday. Dimensional U.S. Targeted Value ETF has a 1 year low of $45.50 and a 1 year high of $60.41. The company has a market cap of $10.93 billion, a PE ratio of 9.99 and a beta of 1.12. The stock’s 50-day moving average is $55.43 and its 200 day moving average is $54.06.

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.