Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Factor Wealth Management LTD

Factor Wealth Management LTD cut its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 9.1% in the 1st quarter, Holdings Channel reports. The firm owned 80,653 shares of the company’s stock after selling 8,059 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 0.9% of Factor Wealth Management LTD’s holdings, making the stock its 29th biggest position. Factor Wealth Management LTD’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,037,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Fortitude Family Office LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 14.3% in the 4th quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock worth $4,100,000 after acquiring an additional 8,603 shares during the period. OLIO Financial Planning increased its stake in shares of Dimensional U.S. Targeted Value ETF by 7.1% during the fourth quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock valued at $13,479,000 after acquiring an additional 14,980 shares during the period. Disciplined Equity Management Inc. increased its stake in shares of Dimensional U.S. Targeted Value ETF by 2.8% during the fourth quarter. Disciplined Equity Management Inc. now owns 417,953 shares of the company’s stock valued at $24,885,000 after acquiring an additional 11,352 shares during the period. Farther Finance Advisors LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 55.3% during the fourth quarter. Farther Finance Advisors LLC now owns 226,694 shares of the company’s stock worth $13,497,000 after purchasing an additional 80,754 shares in the last quarter. Finally, Master S Wealth Management Inc. raised its holdings in Dimensional U.S. Targeted Value ETF by 9.3% during the fourth quarter. Master S Wealth Management Inc. now owns 362,045 shares of the company’s stock worth $21,556,000 after purchasing an additional 30,810 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT opened at $68.95 on Thursday. The business has a 50 day moving average price of $67.10 and a two-hundred day moving average price of $64.36. The company has a market capitalization of $14.05 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 1-year low of $52.83 and a 1-year high of $70.25.

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.