Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stock Holdings Trimmed by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC lowered its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 354,130 shares of the company’s stock after selling 1,279 shares during the quarter. Exencial Wealth Advisors LLC owned about 0.19% of Dimensional U.S. Targeted Value ETF worth $19,711,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of DFAT. Tradewinds Capital Management LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $28,000. Aspect Partners LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 151.9% in the fourth quarter. Aspect Partners LLC now owns 519 shares of the company’s stock worth $29,000 after acquiring an additional 313 shares during the last quarter. SYM FINANCIAL Corp bought a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $30,000. Truvestments Capital LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $40,000. Finally, Legacy Investment Solutions LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $46,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $53.39 on Tuesday. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.16 and a 12 month high of $61.75. The stock has a fifty day moving average price of $56.40 and a 200 day moving average price of $56.39. The company has a market cap of $10.44 billion, a P/E ratio of 13.23 and a beta of 1.05.

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.