Meritas Wealth Management LLC cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 3.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 444,733 shares of the company’s stock after selling 17,211 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 14.9% of Meritas Wealth Management LLC’s holdings, making the stock its 2nd largest position. Meritas Wealth Management LLC owned approximately 0.24% of Dimensional U.S. Targeted Value ETF worth $24,754,000 at the end of the most recent quarter.
Several other institutional investors have also added to or reduced their stakes in the business. Iron Horse Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth approximately $32,000. Truvestments Capital LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the third quarter worth approximately $40,000. Legacy Investment Solutions LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $46,000. Howe & Rusling Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at $61,000. Finally, CENTRAL TRUST Co raised its stake in Dimensional U.S. Targeted Value ETF by 37.0% during the 3rd quarter. CENTRAL TRUST Co now owns 1,782 shares of the company’s stock valued at $99,000 after buying an additional 481 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Price Performance
DFAT stock opened at $57.37 on Monday. Dimensional U.S. Targeted Value ETF has a 1 year low of $49.34 and a 1 year high of $61.75. The company has a market cap of $10.62 billion, a P/E ratio of 9.99 and a beta of 1.12. The stock’s fifty day moving average price is $57.78 and its 200-day moving average price is $55.77.
About Dimensional U.S. Targeted Value ETF
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.
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