WMG Financial Advisors LLC trimmed its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 11.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,353 shares of the company’s stock after selling 1,036 shares during the period. WMG Financial Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $465,000 at the end of the most recent quarter.
Several other institutional investors have also modified their holdings of the stock. Tradewinds Capital Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $28,000. Aspect Partners LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 151.9% in the 4th quarter. Aspect Partners LLC now owns 519 shares of the company’s stock worth $29,000 after buying an additional 313 shares during the last quarter. SYM FINANCIAL Corp acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth about $30,000. Truvestments Capital LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth about $40,000. Finally, Legacy Investment Solutions LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth about $46,000.
Dimensional U.S. Targeted Value ETF Trading Down 2.5 %
DFAT stock opened at $53.39 on Tuesday. Dimensional U.S. Targeted Value ETF has a 12-month low of $50.16 and a 12-month high of $61.75. The stock has a market cap of $10.44 billion, a price-to-earnings ratio of 13.23 and a beta of 1.05. The business’s 50-day moving average is $56.40 and its 200 day moving average is $56.39.
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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