Larson Financial Group LLC Trims Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Larson Financial Group LLC reduced its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 7.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 337,395 shares of the company’s stock after selling 26,890 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 1.0% of Larson Financial Group LLC’s portfolio, making the stock its 17th biggest holding. Larson Financial Group LLC owned 0.18% of Dimensional U.S. Targeted Value ETF worth $18,779,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Pure Financial Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 12.9% during the 4th quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock valued at $223,579,000 after buying an additional 458,509 shares in the last quarter. Asset Dedication LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 4.2% in the 4th quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock worth $127,159,000 after purchasing an additional 91,246 shares in the last quarter. EP Wealth Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 18.5% in the 3rd quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock worth $102,841,000 after purchasing an additional 288,340 shares in the last quarter. Abacus Wealth Partners LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 11.1% in the 4th quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock worth $73,588,000 after purchasing an additional 132,428 shares in the last quarter. Finally, Raymond James Financial Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth $69,228,000.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA DFAT opened at $52.78 on Friday. The stock has a market capitalization of $10.33 billion, a PE ratio of 13.23 and a beta of 1.05. The business has a 50 day simple moving average of $56.19 and a two-hundred day simple moving average of $56.32. Dimensional U.S. Targeted Value ETF has a 1-year low of $50.16 and a 1-year high of $61.75.

Dimensional U.S. Targeted Value ETF 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.