Dimensional U.S. Targeted Value ETF $DFAT is Ruedi Wealth Management Inc.’s 9th Largest Position

Ruedi Wealth Management Inc. decreased its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 208,993 shares of the company’s stock after selling 9,048 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 3.3% of Ruedi Wealth Management Inc.’s holdings, making the stock its 9th biggest position. Ruedi Wealth Management Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $12,443,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Focus Partners Wealth lifted its stake in Dimensional U.S. Targeted Value ETF by 3.8% in the third quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock valued at $770,880,000 after purchasing an additional 485,231 shares during the last quarter. Forum Financial Management LP increased its position in Dimensional U.S. Targeted Value ETF by 4.7% in the fourth quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock worth $607,753,000 after buying an additional 454,334 shares during the last quarter. Pure Financial Advisors LLC increased its position in Dimensional U.S. Targeted Value ETF by 7.5% in the fourth quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock worth $317,373,000 after buying an additional 371,114 shares during the last quarter. Savant Capital LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the third quarter. Savant Capital LLC now owns 4,974,930 shares of the company’s stock valued at $289,591,000 after buying an additional 29,718 shares during the period. Finally, Asset Dedication LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 3.5% in the fourth quarter. Asset Dedication LLC now owns 2,600,142 shares of the company’s stock valued at $154,812,000 after buying an additional 87,070 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT opened at $66.95 on Friday. The stock has a market capitalization of $13.64 billion, a PE ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a one year low of $50.75 and a one year high of $67.94. The business’s fifty day moving average price is $64.52 and its 200-day moving average price is $62.62.

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.