Werba Rubin Papier Wealth Management Buys 1,679 Shares of 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 3.5% in the second quarter, Holdings Channel reports. The firm owned 49,628 shares of the company’s stock after buying an additional 1,679 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 0.7% of Werba Rubin Papier Wealth Management’s portfolio, making the stock its 25th largest position. Werba Rubin Papier Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,574,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the business. Global Trust Asset Management LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 2.0% in the first quarter. Global Trust Asset Management LLC now owns 10,382 shares of the company’s stock valued at $565,000 after purchasing an additional 200 shares during the last quarter. EverSource Wealth Advisors LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 0.5% in the 4th quarter. EverSource Wealth Advisors LLC now owns 54,892 shares of the company’s stock valued at $2,872,000 after purchasing an additional 266 shares during the last quarter. Investmark Advisory Group LLC increased its stake in Dimensional U.S. Targeted Value ETF by 0.8% during the first quarter. Investmark Advisory Group LLC now owns 37,330 shares of the company’s stock worth $2,032,000 after acquiring an additional 279 shares during the last quarter. Lam Group Inc. raised its holdings in Dimensional U.S. Targeted Value ETF by 0.9% in the 1st quarter. Lam Group Inc. now owns 32,010 shares of the company’s stock valued at $1,742,000 after buying an additional 301 shares during the period. Finally, Tranquility Partners LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 7.9% in the 1st quarter. Tranquility Partners LLC now owns 4,596 shares of the company’s stock worth $250,000 after acquiring an additional 338 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT traded down $0.94 during midday trading on Friday, hitting $52.75. The company’s stock had a trading volume of 160,348 shares, compared to its average volume of 240,972. The firm has a market capitalization of $9.76 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1 year low of $42.53 and a 1 year high of $58.09. The business’s fifty day simple moving average is $53.96 and its two-hundred day simple moving average is $52.94.

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.