Northwest Wealth Management LLC Sells 11,959 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Northwest Wealth Management LLC lessened its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 9.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 116,172 shares of the company’s stock after selling 11,959 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 1.4% of Northwest Wealth Management LLC’s portfolio, making the stock its 19th biggest position. Northwest Wealth Management LLC owned approximately 0.06% of Dimensional U.S. Targeted Value ETF worth $6,466,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Integras Partners LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $362,000. Phillips Financial Management LLC boosted its position in Dimensional U.S. Targeted Value ETF by 32.1% during the 4th quarter. Phillips Financial Management LLC now owns 592,559 shares of the company’s stock valued at $32,982,000 after acquiring an additional 144,088 shares in the last quarter. Commonwealth Equity Services LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 5.6% in the 4th quarter. Commonwealth Equity Services LLC now owns 416,501 shares of the company’s stock worth $23,182,000 after purchasing an additional 21,916 shares in the last quarter. Avantax Advisory Services Inc. boosted its position in shares of Dimensional U.S. Targeted Value ETF by 5.8% in the 4th quarter. Avantax Advisory Services Inc. now owns 47,553 shares of the company’s stock worth $2,647,000 after purchasing an additional 2,622 shares in the last quarter. Finally, Essential Planning LLC. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth $611,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $50.44 on Friday. The stock has a market capitalization of $9.87 billion, a price-to-earnings ratio of 13.23 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a 1-year low of $50.16 and a 1-year high of $61.75. The business has a fifty day moving average price of $55.77 and a 200-day moving average price of $56.22.

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.