Dimensional U.S. Targeted Value ETF $DFAT Position Lowered by Factor Wealth Management LTD

Factor Wealth Management LTD trimmed its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 9.1% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 80,653 shares of the company’s stock after selling 8,059 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 0.9% of Factor Wealth Management LTD’s investment portfolio, making the stock its 29th biggest holding. Factor Wealth Management LTD’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,037,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DFAT. CoreFirst Bank & Trust bought a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $26,000. CIBC Private Wealth Group LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after acquiring an additional 243 shares during the last quarter. IAG Wealth Partners LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 350.8% during the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock valued at $50,000 after acquiring an additional 663 shares in the last quarter. Timmons Wealth Management LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at approximately $50,000. Finally, Optima Capital LLC bought a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter worth $60,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $68.95 on Thursday. Dimensional U.S. Targeted Value ETF has a 12-month low of $52.83 and a 12-month high of $70.25. The business’s fifty day moving average price is $67.10 and its 200 day moving average price is $64.36. The stock has a market capitalization of $14.05 billion, a PE ratio of 12.39 and a beta of 0.97.

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.