HMV Wealth Advisors LLC Makes New Investment in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

HMV Wealth Advisors LLC purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 99,377 shares of the company’s stock, valued at approximately $5,531,000. Dimensional U.S. Targeted Value ETF makes up 5.5% of HMV Wealth Advisors LLC’s holdings, making the stock its 2nd biggest position. HMV Wealth Advisors LLC owned 0.05% of Dimensional U.S. Targeted Value ETF at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the company. Integras Partners LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at $362,000. Phillips Financial Management LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 32.1% in the fourth quarter. Phillips Financial Management LLC now owns 592,559 shares of the company’s stock valued at $32,982,000 after buying an additional 144,088 shares in the last quarter. Commonwealth Equity Services LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 5.6% in the fourth quarter. Commonwealth Equity Services LLC now owns 416,501 shares of the company’s stock valued at $23,182,000 after buying an additional 21,916 shares in the last quarter. Avantax Advisory Services Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 5.8% in the fourth quarter. Avantax Advisory Services Inc. now owns 47,553 shares of the company’s stock valued at $2,647,000 after buying an additional 2,622 shares in the last quarter. Finally, Essential Planning LLC. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at $611,000.

Dimensional U.S. Targeted Value ETF Stock Up 2.5 %

DFAT opened at $51.68 on Friday. The firm has a market cap of $10.11 billion, a P/E ratio of 13.23 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a 52 week low of $50.16 and a 52 week high of $61.75. The business’s fifty day simple moving average is $55.68 and its 200 day simple moving average is $56.19.

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.