Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Henrickson Nauta Wealth Advisors Inc.

Henrickson Nauta Wealth Advisors Inc. cut its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 47.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 373,958 shares of the company’s stock after selling 338,051 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 6.6% of Henrickson Nauta Wealth Advisors Inc.’s portfolio, making the stock its 3rd largest holding. Henrickson Nauta Wealth Advisors Inc. owned about 0.18% of Dimensional U.S. Targeted Value ETF worth $23,354,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Westmount Partners LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 31.3% during the 1st quarter. Westmount Partners LLC now owns 11,656 shares of the company’s stock worth $728,000 after purchasing an additional 2,780 shares in the last quarter. J. Derek Lewis & Associates Inc. bought a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $286,000. Rockefeller Capital Management L.P. boosted its position in Dimensional U.S. Targeted Value ETF by 89.2% in the fourth quarter. Rockefeller Capital Management L.P. now owns 33,952 shares of the company’s stock valued at $2,022,000 after buying an additional 16,007 shares in the last quarter. Nalls Sherbakoff Group LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter valued at about $466,000. Finally, Corient Private Wealth LLC boosted its position in Dimensional U.S. Targeted Value ETF by 208.5% in the fourth quarter. Corient Private Wealth LLC now owns 2,724,033 shares of the company’s stock valued at $162,189,000 after buying an additional 1,841,154 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $68.48 on Monday. The stock has a market capitalization of $13.96 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. The firm’s 50-day moving average price is $66.88 and its two-hundred day moving average price is $64.17. Dimensional U.S. Targeted Value ETF has a 1-year low of $52.27 and a 1-year high of $70.25.

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.