Corient Private Wealth LLC Sells 579,773 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Corient Private Wealth LLC trimmed its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 20.3% during the 2nd quarter, Holdings Channel.com reports. The firm owned 2,270,663 shares of the company’s stock after selling 579,773 shares during the period. Corient Private Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $122,525,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Creative Planning boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.1% during the 2nd quarter. Creative Planning now owns 14,095,721 shares of the company’s stock valued at $760,605,000 after buying an additional 150,227 shares in the last quarter. Focus Partners Wealth lifted its position 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 acquiring an additional 797,094 shares during the period. Forum Financial Management LP lifted its position in Dimensional U.S. Targeted Value ETF by 5.4% during the 2nd quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock valued at $504,718,000 after acquiring an additional 476,529 shares during the period. Focus Partners Advisor Solutions LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 2.0% during the first quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock worth $253,093,000 after acquiring an additional 95,097 shares in the last quarter. Finally, Pure Financial Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 7.8% in the second quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock worth $248,305,000 after purchasing an additional 331,821 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT opened at $61.04 on Monday. The company has a 50 day simple moving average of $57.87 and a two-hundred day simple moving average of $56.67. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week high of $61.77. The company has a market capitalization of $12.18 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04.

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.