Forvis Mazars Wealth Advisors LLC Lowers Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Forvis Mazars Wealth Advisors LLC trimmed its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 803,480 shares of the company’s stock after selling 50,733 shares during the period. Dimensional U.S. Targeted Value ETF comprises 1.0% of Forvis Mazars Wealth Advisors LLC’s holdings, making the stock its 19th biggest holding. Forvis Mazars Wealth Advisors LLC owned about 0.43% of Dimensional U.S. Targeted Value ETF worth $44,722,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. boosted its position in Dimensional U.S. Targeted Value ETF by 13.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 259,750 shares of the company’s stock valued at $14,450,000 after buying an additional 30,351 shares during the period. FMR LLC boosted its position in Dimensional U.S. Targeted Value ETF by 12.6% in the 3rd quarter. FMR LLC now owns 20,950 shares of the company’s stock valued at $1,165,000 after buying an additional 2,349 shares during the period. Summit Trail Advisors LLC boosted its position in Dimensional U.S. Targeted Value ETF by 24.5% in 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 period. SC&H Financial Advisors Inc. boosted its position in 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 valued at $4,176,000 after buying an additional 2,735 shares during the period. Finally, International Assets Investment Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $6,259,000.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $55.24 on Friday. Dimensional U.S. Targeted Value ETF has a one year low of $50.16 and a one year high of $61.75. The firm has a market cap of $10.22 billion, a P/E ratio of 9.99 and a beta of 1.12. The firm has a 50-day simple moving average of $56.60 and a 200-day simple moving average of $56.27.

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.