Mission Wealth Management LP trimmed its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 1.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 108,366 shares of the company’s stock after selling 2,066 shares during the quarter. Mission Wealth Management LP owned about 0.05% of Dimensional U.S. Targeted Value ETF worth $5,580,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently bought and sold shares of the company. 1900 Wealth Management LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 18.4% in the 1st quarter. 1900 Wealth Management LLC now owns 93,413 shares of the company’s stock worth $4,810,000 after acquiring an additional 14,534 shares during the last quarter. Bayshore Asset Management LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.5% in the 1st quarter. Bayshore Asset Management LLC now owns 837,562 shares of the company’s stock worth $43,126,000 after acquiring an additional 12,532 shares during the last quarter. D Orazio & Associates Inc. lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 24.0% in the 1st quarter. D Orazio & Associates Inc. now owns 4,937 shares of the company’s stock worth $254,000 after acquiring an additional 954 shares during the last quarter. Dynamic Advisor Solutions LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.5% in the 1st quarter. Dynamic Advisor Solutions LLC now owns 15,772 shares of the company’s stock worth $812,000 after acquiring an additional 676 shares during the last quarter. Finally, ShankerValleau Wealth Advisors Inc. lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 15.3% in the 1st quarter. ShankerValleau Wealth Advisors Inc. now owns 214,501 shares of the company’s stock worth $11,045,000 after acquiring an additional 28,402 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Stock Down 1.5%
Dimensional U.S. Targeted Value ETF stock opened at $52.54 on Monday. The firm has a market cap of $10.35 billion, a PE ratio of 13.37 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $61.75. The company’s 50 day moving average is $50.55 and its two-hundred day moving average is $53.67.
About Dimensional U.S. Targeted Value ETF
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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