Balboa Wealth Partners Has $1.65 Million Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Balboa Wealth Partners reduced its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.9% during the 4th quarter, Holdings Channel reports. The fund owned 29,709 shares of the company’s stock after selling 1,877 shares during the quarter. Balboa Wealth Partners’ holdings in Dimensional U.S. Targeted Value ETF were worth $1,654,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the business. Valmark Advisers Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.8% in the 4th quarter. Valmark Advisers Inc. now owns 6,855 shares of the company’s stock worth $382,000 after acquiring an additional 184 shares in the last quarter. LJI Wealth Management LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.4% in the 4th quarter. LJI Wealth Management LLC now owns 56,245 shares of the company’s stock worth $3,131,000 after acquiring an additional 242 shares in the last quarter. Claris Advisors LLC MO boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the 4th quarter. Claris Advisors LLC MO now owns 80,881 shares of the company’s stock worth $4,502,000 after acquiring an additional 261 shares in the last quarter. Mason Investment Advisory Services Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the 4th quarter. Mason Investment Advisory Services Inc. now owns 118,750 shares of the company’s stock worth $6,610,000 after acquiring an additional 297 shares in the last quarter. Finally, Aspect Partners LLC boosted its holdings in shares of 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 acquiring an additional 313 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $51.22 on Thursday. The company has a market capitalization of $10.02 billion, a P/E ratio of 13.23 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a one year low of $50.16 and a one year high of $61.75. The business’s 50 day simple moving average is $55.87 and its 200-day simple moving average is $56.26.

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.