Cherry Tree Wealth Management LLC Trims Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Cherry Tree Wealth Management LLC cut its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.7% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 104,862 shares of the company’s stock after selling 4,073 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 1.4% of Cherry Tree Wealth Management LLC’s holdings, making the stock its 23rd largest holding. Cherry Tree Wealth Management LLC owned about 0.06% of Dimensional U.S. Targeted Value ETF worth $5,708,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in the business. Signature Resources Capital Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $27,000. Trifecta Capital Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 281.8% in the 4th quarter. Trifecta Capital Advisors LLC now owns 1,512 shares of the company’s stock worth $79,000 after acquiring an additional 1,116 shares in the last quarter. EdgeRock Capital LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at approximately $117,000. National Bank of Canada FI acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at approximately $151,000. Finally, PNC Financial Services Group Inc. lifted its stake in Dimensional U.S. Targeted Value ETF by 434.0% during the third quarter. PNC Financial Services Group Inc. now owns 3,407 shares of the company’s stock worth $156,000 after purchasing an additional 2,769 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 1.3 %

Dimensional U.S. Targeted Value ETF stock traded down $0.67 during mid-day trading on Friday, reaching $51.00. The company’s stock had a trading volume of 213,036 shares, compared to its average volume of 240,248. Dimensional U.S. Targeted Value ETF has a twelve month low of $42.53 and a twelve month high of $54.64. The business has a 50 day moving average price of $52.50 and a 200-day moving average price of $52.00. The firm has a market cap of $9.44 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12.

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.