Ruedi Wealth Management Inc. Has $13.52 Million Position in Dimensional U.S. Targeted Value ETF $DFAT

Ruedi Wealth Management Inc. boosted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.6% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 216,534 shares of the company’s stock after buying an additional 7,541 shares during the period. Dimensional U.S. Targeted Value ETF makes up 3.5% of Ruedi Wealth Management Inc.’s portfolio, making the stock its 9th largest holding. Ruedi Wealth Management Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $13,523,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of DFAT. EP Wealth Advisors LLC bought a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $249,084,000. Corient Private Wealth LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 208.5% during the fourth quarter. Corient Private Wealth LLC now owns 2,724,033 shares of the company’s stock worth $162,189,000 after acquiring an additional 1,841,154 shares during the period. Smartleaf Asset Management LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 8,960.0% in the fourth quarter. Smartleaf Asset Management LLC now owns 1,419,609 shares of the company’s stock valued at $85,390,000 after purchasing an additional 1,403,940 shares during the last quarter. Focus Partners Advisor Solutions LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 21.0% in the fourth quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock valued at $315,254,000 after purchasing an additional 919,456 shares during the last quarter. Finally, Earned Wealth Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 95.1% during the fourth quarter. Earned Wealth Advisors LLC now owns 1,457,860 shares of the company’s stock worth $86,801,000 after purchasing an additional 710,659 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT opened at $69.65 on Monday. The business’s 50 day moving average is $67.93 and its 200-day moving average is $65.13. The firm has a market cap of $14.26 billion, a P/E ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 1-year low of $52.83 and a 1-year high of $70.43.

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.