CFS Investment Advisory Services LLC Lowers Holdings in Dimensional U.S. Targeted Value ETF $DFAT

CFS Investment Advisory Services LLC decreased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 28.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 49,814 shares of the company’s stock after selling 19,862 shares during the period. CFS Investment Advisory Services LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,299,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. CIBC Private Wealth Group LLC increased its stake in Dimensional U.S. Targeted Value ETF by 59.0% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares in the last quarter. Timmons Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $50,000. Optima Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth approximately $60,000. JPL Wealth Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth approximately $74,000. Finally, Modus Advisors LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $82,000.

Dimensional U.S. Targeted Value ETF Stock Down 1.1%

NYSEARCA:DFAT opened at $68.61 on Thursday. The stock has a market cap of $14.07 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. The company’s 50 day moving average price is $67.81 and its 200-day moving average price is $65.01. Dimensional U.S. Targeted Value ETF has a 52 week low of $52.83 and a 52 week high of $70.43.

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.