Delap Wealth Advisory LLC Lowers Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Delap Wealth Advisory LLC cut its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 45,636 shares of the company’s stock after selling 952 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 1.5% of Delap Wealth Advisory LLC’s holdings, making the stock its 19th biggest holding. Delap Wealth Advisory LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,540,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. Forum Financial Management LP raised its stake in shares of Dimensional U.S. Targeted Value ETF by 1.8% during the third quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after acquiring an additional 154,338 shares in the last quarter. Pure Financial Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 12.9% in the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock worth $223,579,000 after buying an additional 458,509 shares during the period. Asset Dedication LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 4.2% in the fourth quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock worth $127,159,000 after buying an additional 91,246 shares during the period. EP Wealth Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 18.5% in the third quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock worth $102,841,000 after buying an additional 288,340 shares during the period. Finally, Abacus Wealth Partners LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 11.1% in the fourth quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock worth $73,588,000 after buying an additional 132,428 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Down 2.3 %

Shares of NYSEARCA DFAT opened at $55.24 on Friday. Dimensional U.S. Targeted Value ETF has a 52 week low of $50.16 and a 52 week high of $61.75. The firm’s fifty day moving average is $56.60 and its 200 day moving average is $56.27. The company has a market cap of $10.22 billion, a price-to-earnings 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.