Cypress Point Wealth Management LLC Lowers Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Cypress Point Wealth Management LLC trimmed its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 17.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 24,365 shares of the company’s stock after selling 5,233 shares during the period. Cypress Point Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,356,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Fortress Wealth Management Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.5% in the 3rd quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock valued at $2,009,000 after buying an additional 193 shares in the last quarter. Clear Creek Financial Management LLC lifted its position in Dimensional U.S. Targeted Value ETF by 2.0% during the third quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock valued at $561,000 after acquiring an additional 200 shares during the last quarter. Brookstone Capital Management boosted its stake in Dimensional U.S. Targeted Value ETF by 5.2% in the third quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock valued at $227,000 after acquiring an additional 202 shares in the last quarter. Foundations Investment Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 4.3% in the third quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock worth $280,000 after purchasing an additional 209 shares during the last quarter. Finally, tru Independence LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 5.1% during the third quarter. tru Independence LLC now owns 4,494 shares of the company’s stock worth $250,000 after purchasing an additional 217 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.2 %

Shares of DFAT opened at $57.62 on Friday. Dimensional U.S. Targeted Value ETF has a 12 month low of $49.60 and a 12 month high of $61.75. The stock has a fifty day moving average price of $57.64 and a 200-day moving average price of $55.96. The firm has a market cap of $10.67 billion, a PE ratio of 9.99 and a beta of 1.12.

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.