BetterWealth LLC Sells 3,458 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

BetterWealth LLC reduced its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.1% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 64,786 shares of the company’s stock after selling 3,458 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 1.1% of BetterWealth LLC’s holdings, making the stock its 14th largest position. BetterWealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,604,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Fortress Wealth Management Inc. increased its stake 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 worth $2,009,000 after purchasing an additional 193 shares in the last quarter. Brookstone Capital Management increased its stake in shares of Dimensional U.S. Targeted Value ETF by 5.2% in the 3rd quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock worth $227,000 after purchasing an additional 202 shares in the last quarter. Foundations Investment Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 4.3% in the 3rd quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock worth $280,000 after purchasing an additional 209 shares in the last quarter. Investmark Advisory Group LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 0.8% in the 1st quarter. Investmark Advisory Group LLC now owns 37,330 shares of the company’s stock worth $2,032,000 after buying an additional 279 shares during the period. Finally, Tranquility Partners LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 7.9% in the 1st quarter. Tranquility Partners LLC now owns 4,596 shares of the company’s stock worth $250,000 after buying an additional 338 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 0.6 %

Dimensional U.S. Targeted Value ETF stock traded down $0.34 during mid-day trading on Wednesday, hitting $54.91. The stock had a trading volume of 36,044 shares, compared to its average volume of 235,417. The firm’s 50 day moving average is $54.68 and its 200 day moving average is $53.49. Dimensional U.S. Targeted Value ETF has a one year low of $42.53 and a one year high of $58.09. The firm has a market capitalization of $10.16 billion, a P/E 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.