Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Sold by Lutz Financial Services LLC

Lutz Financial Services LLC decreased its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.2% during the 3rd quarter, HoldingsChannel reports. The fund owned 145,890 shares of the company’s stock after selling 318 shares during the quarter. Lutz Financial Services LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $8,116,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Forum Financial Management LP boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 1.8% during the 3rd quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock valued at $488,619,000 after buying an additional 154,338 shares during the last quarter. Lodestone Wealth Management LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 13.9% in the third quarter. Lodestone Wealth Management LLC now owns 12,575 shares of the company’s stock valued at $700,000 after acquiring an additional 1,536 shares in the last quarter. Glassy Mountain Advisors Inc. boosted its stake in Dimensional U.S. Targeted Value ETF by 5.9% during the 3rd quarter. Glassy Mountain Advisors Inc. now owns 163,163 shares of the company’s stock valued at $9,077,000 after acquiring an additional 9,065 shares during the last quarter. Confluence Wealth Services Inc. grew its holdings in Dimensional U.S. Targeted Value ETF by 9.2% during the 3rd quarter. Confluence Wealth Services Inc. now owns 299,748 shares of the company’s stock worth $16,675,000 after acquiring an additional 25,310 shares in the last quarter. Finally, Pure Financial Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 28.9% during the 3rd quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock worth $197,951,000 after acquiring an additional 797,607 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $54.82 on Monday. The firm’s 50-day simple moving average is $54.91 and its 200-day simple moving average is $53.69. Dimensional U.S. Targeted Value ETF has a 1 year low of $43.91 and a 1 year high of $58.09. The firm has a market cap of $10.15 billion, a PE ratio of 9.99 and a beta of 1.12.

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.