Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Sold by Private Wealth Management Group LLC

Private Wealth Management Group LLC decreased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 81,224 shares of the company’s stock after selling 7,396 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 1.7% of Private Wealth Management Group LLC’s portfolio, making the stock its 17th largest position. Private Wealth Management Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,521,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of DFAT. Pure Financial Advisors LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 28.9% during the 3rd quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after buying an additional 797,607 shares during the period. Triune Financial Partners LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the third quarter valued at about $18,067,000. Helen Stephens Group LLC grew its position in Dimensional U.S. Targeted Value ETF by 8,003.4% during the fourth quarter. Helen Stephens Group LLC now owns 317,735 shares of the company’s stock valued at $17,685,000 after acquiring an additional 313,814 shares during the period. EP Wealth Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 18.5% during the third quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock worth $102,841,000 after acquiring an additional 288,340 shares during the last quarter. Finally, JDH Wealth Management LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth about $13,588,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA:DFAT opened at $57.62 on Thursday. The stock has a 50-day simple moving average of $57.32 and a 200-day simple moving average of $56.13. The stock has a market capitalization of $10.67 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1 year low of $49.71 and a 1 year high of $61.75.

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.