Sagespring Wealth Partners LLC trimmed its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 54.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,963 shares of the company’s stock after selling 4,766 shares during the period. Sagespring Wealth Partners LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $214,000 at the end of the most recent reporting period.
A number of other large investors have also added to or reduced their stakes in the company. Focus Partners Wealth grew its holdings in Dimensional U.S. Targeted Value ETF by 6.5% during the 1st quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock valued at $668,598,000 after purchasing an additional 797,094 shares in the last quarter. Focus Partners Advisor Solutions LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 2.0% during the 1st quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock valued at $253,093,000 after purchasing an additional 95,097 shares in the last quarter. Pure Financial Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 7.8% during the 2nd quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock valued at $248,305,000 after purchasing an additional 331,821 shares in the last quarter. EP Wealth Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 35.2% during the 1st quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock valued at $155,304,000 after purchasing an additional 784,895 shares in the last quarter. Finally, Asset Dedication LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 0.9% during the 1st quarter. Asset Dedication LLC now owns 2,305,024 shares of the company’s stock valued at $118,686,000 after purchasing an additional 20,455 shares in the last quarter.
Dimensional U.S. Targeted Value ETF Trading Up 0.4%
DFAT opened at $56.82 on Friday. The company has a fifty day simple moving average of $58.04 and a 200 day simple moving average of $54.23. The firm has a market cap of $11.32 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $61.75.
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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