Vantage Point Financial LLC Reduces Position in Dimensional U.S. Targeted Value ETF $DFAT

Vantage Point Financial LLC decreased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 13.6% during the fourth quarter, HoldingsChannel reports. The firm owned 61,278 shares of the company’s stock after selling 9,607 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 1.3% of Vantage Point Financial LLC’s investment portfolio, making the stock its 17th largest position. Vantage Point Financial LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,649,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Valmark Advisers Inc. grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 3.5% during the third quarter. Valmark Advisers Inc. now owns 5,744 shares of the company’s stock valued at $334,000 after buying an additional 192 shares during the last quarter. Brookwood Investment Group LLC lifted its position in Dimensional U.S. Targeted Value ETF by 4.1% during the 3rd quarter. Brookwood Investment Group LLC now owns 5,072 shares of the company’s stock worth $295,000 after acquiring an additional 200 shares during the period. Accurate Wealth Management LLC lifted its position in Dimensional U.S. Targeted Value ETF by 3.0% during the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after acquiring an additional 202 shares during the period. CIBC Private Wealth Group LLC grew its stake in Dimensional U.S. Targeted Value ETF by 59.0% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares during the last quarter. Finally, CreativeOne Wealth LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.9% in the third quarter. CreativeOne Wealth LLC now owns 8,757 shares of the company’s stock valued at $510,000 after purchasing an additional 245 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $67.16 on Friday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $48.88 and a fifty-two week high of $67.46. The firm has a market capitalization of $13.67 billion, a PE ratio of 12.39 and a beta of 1.01. The stock’s 50-day simple moving average is $63.95 and its 200-day simple moving average is $61.72.

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.