New England Private Wealth Advisors LLC lowered its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 2.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 270,306 shares of the company’s stock after selling 5,685 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 2.4% of New England Private Wealth Advisors LLC’s holdings, making the stock its 11th largest position. New England Private Wealth Advisors LLC owned about 0.15% of Dimensional U.S. Targeted Value ETF worth $15,045,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also made changes to their positions in the business. Raymond James Financial Inc. purchased a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $69,228,000. Elser Financial Planning Inc purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $39,304,000. Pure Financial Advisors LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 12.9% in the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock valued at $223,579,000 after acquiring an additional 458,509 shares in the last quarter. Financial Harvest LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth approximately $22,206,000. Finally, Babb Wealth Advisors LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth approximately $18,388,000.
Dimensional U.S. Targeted Value ETF Stock Performance
Shares of DFAT stock opened at $51.25 on Wednesday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $50.16 and a fifty-two week high of $61.75. The firm has a market capitalization of $10.03 billion, a P/E ratio of 13.23 and a beta of 1.05. The stock’s fifty day moving average is $55.96 and its two-hundred day moving average is $56.30.
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.
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