Grand Wealth Management LLC Lowers Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Grand Wealth Management LLC lowered its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 67.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,996 shares of the company’s stock after selling 37,363 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 0.6% of Grand Wealth Management LLC’s holdings, making the stock its 21st biggest position. Grand Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $933,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Thurston Springer Miller Herd & Titak Inc. purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter valued at $28,000. Bbjs Financial Advisors LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the second quarter worth $30,000. WealthShield Partners LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 134.2% during the second quarter. WealthShield Partners LLC now owns 712 shares of the company’s stock valued at $37,000 after buying an additional 408 shares during the period. Innealta Capital LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the second quarter worth about $46,000. Finally, EdgeRock Capital LLC bought a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth about $109,000.

Dimensional U.S. Targeted Value ETF Stock Up 1.0 %

NYSEARCA:DFAT opened at $52.74 on Friday. Dimensional U.S. Targeted Value ETF has a twelve month low of $42.53 and a twelve month high of $58.09. The stock has a market cap of $9.76 billion, a P/E ratio of 9.99 and a beta of 1.12. The business’s 50-day moving average price is $54.02 and its two-hundred day moving average price is $52.97.

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.