Werba Rubin Papier Wealth Management Increases Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Werba Rubin Papier Wealth Management lifted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 50,490 shares of the company’s stock after buying an additional 862 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 0.7% of Werba Rubin Papier Wealth Management’s holdings, making the stock its 26th biggest holding. Werba Rubin Papier Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,809,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of DFAT. Fortress Wealth Management Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 0.5% during the third quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock valued at $2,009,000 after buying an additional 193 shares during the last quarter. RFG Advisory LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 1.8% in the 3rd quarter. RFG Advisory LLC now owns 125,371 shares of the company’s stock worth $6,974,000 after purchasing an additional 2,276 shares during the last quarter. Good Life Advisors LLC bought a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth about $6,868,000. Summit Financial Strategies Inc. increased its stake in Dimensional U.S. Targeted Value ETF by 11.1% during the 3rd quarter. Summit Financial Strategies Inc. now owns 287,772 shares of the company’s stock valued at $16,009,000 after purchasing an additional 28,807 shares in the last quarter. Finally, Sensible Money LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 3.2% in the third quarter. Sensible Money LLC now owns 748,877 shares of the company’s stock worth $41,660,000 after buying an additional 23,554 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 0.3 %

NYSEARCA:DFAT opened at $56.61 on Friday. The stock has a market cap of $10.48 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The company’s 50 day moving average price is $54.61 and its 200-day moving average price is $53.47. Dimensional U.S. Targeted Value ETF has a 52 week low of $42.53 and a 52 week high of $58.09.

Dimensional U.S. Targeted Value ETF Company 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.