Dimensional U.S. Targeted Value ETF $DFAT Stock Position Lessened by Andrews Lucia Wealth Management LLC

Andrews Lucia Wealth Management LLC lowered its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.0% in the 3rd quarter, Holdings Channel reports. The firm owned 243,616 shares of the company’s stock after selling 10,036 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 8.5% of Andrews Lucia Wealth Management LLC’s portfolio, making the stock its 2nd largest position. Andrews Lucia Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $14,181,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently bought and sold shares of DFAT. Helen Stephens Group LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 3.4% during the 3rd quarter. Helen Stephens Group LLC now owns 508,502 shares of the company’s stock valued at $29,600,000 after purchasing an additional 16,617 shares in the last quarter. RS Crum Inc. lifted its position in Dimensional U.S. Targeted Value ETF by 7.0% during the second quarter. RS Crum Inc. now owns 311,202 shares of the company’s stock valued at $16,792,000 after purchasing an additional 20,435 shares during the last quarter. Caldwell Trust Co purchased a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $195,000. Cambridge Financial Group LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 6.9% in the 2nd quarter. Cambridge Financial Group LLC now owns 351,786 shares of the company’s stock worth $18,982,000 after buying an additional 22,805 shares during the last quarter. Finally, Osaic Holdings Inc. increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 36.7% in the 2nd quarter. Osaic Holdings Inc. now owns 161,106 shares of the company’s stock worth $8,629,000 after buying an additional 43,251 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT opened at $60.35 on Thursday. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $61.77. The company has a fifty day moving average of $57.99 and a 200-day moving average of $56.81. The company has a market capitalization of $12.04 billion, a P/E 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.