Shira Ridge Wealth Management Lowers Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Shira Ridge Wealth Management lessened its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 61,086 shares of the company’s stock after selling 5,380 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 1.7% of Shira Ridge Wealth Management’s holdings, making the stock its 19th biggest holding. Shira Ridge Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,400,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. JPMorgan Chase & Co. grew its holdings in Dimensional U.S. Targeted Value ETF by 13.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 259,750 shares of the company’s stock valued at $14,450,000 after purchasing an additional 30,351 shares in the last quarter. FMR LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 12.6% during the third quarter. FMR LLC now owns 20,950 shares of the company’s stock worth $1,165,000 after purchasing an additional 2,349 shares during the period. SC&H Financial Advisors Inc. lifted its position in shares of Dimensional U.S. Targeted Value ETF by 3.8% in the 3rd quarter. SC&H Financial Advisors Inc. now owns 75,063 shares of the company’s stock worth $4,176,000 after buying an additional 2,735 shares during the last quarter. Summit Trail Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 24.5% during the 3rd quarter. Summit Trail Advisors LLC now owns 17,382 shares of the company’s stock valued at $967,000 after buying an additional 3,424 shares during the last quarter. Finally, International Assets Investment Management LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the third quarter worth about $6,259,000.

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

Shares of NYSEARCA DFAT opened at $55.22 on Tuesday. The stock has a market capitalization of $10.22 billion, a P/E ratio of 9.99 and a beta of 1.12. The firm’s 50-day moving average price is $57.91 and its two-hundred day moving average price is $55.62. Dimensional U.S. Targeted Value ETF has a 52-week low of $49.18 and a 52-week high of $61.75.

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.