UBS Group AG Trims Stock Position in Dimensional U.S. Targeted Value ETF $DFAT

UBS Group AG decreased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.7% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 440,865 shares of the company’s stock after selling 26,755 shares during the period. UBS Group AG owned 0.22% of Dimensional U.S. Targeted Value ETF worth $26,249,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Focus Partners Wealth grew its position in shares of Dimensional U.S. Targeted Value ETF by 3.8% in the third quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock valued at $770,880,000 after purchasing an additional 485,231 shares during the period. Forum Financial Management LP lifted its position in Dimensional U.S. Targeted Value ETF by 4.7% during the fourth quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock worth $607,753,000 after buying an additional 454,334 shares during the period. Savant Capital LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 0.6% in the 3rd quarter. Savant Capital LLC now owns 4,974,930 shares of the company’s stock worth $289,591,000 after buying an additional 29,718 shares during the last quarter. Asset Dedication LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 3.5% in the 4th quarter. Asset Dedication LLC now owns 2,600,142 shares of the company’s stock valued at $154,812,000 after buying an additional 87,070 shares during the period. Finally, Willow Creek Wealth Management Inc. grew its holdings in Dimensional U.S. Targeted Value ETF by 2.6% in the 3rd quarter. Willow Creek Wealth Management Inc. now owns 2,153,099 shares of the company’s stock valued at $125,332,000 after buying an additional 53,882 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT opened at $67.25 on Monday. Dimensional U.S. Targeted Value ETF has a twelve month low of $50.75 and a twelve month high of $67.94. The stock’s fifty day simple moving average is $64.04 and its 200 day simple moving average is $62.00. The firm has a market capitalization of $13.71 billion, a P/E ratio of 12.39 and a beta of 0.99.

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.