Dopkins Wealth Management LLC Cuts Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Dopkins Wealth Management LLC lowered its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 336,262 shares of the company’s stock after selling 9,045 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 10.6% of Dopkins Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest holding. Dopkins Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $17,442,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. BOS Asset Management LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 6.2% in the second quarter. BOS Asset Management LLC now owns 21,710 shares of the company’s stock worth $1,126,000 after purchasing an additional 1,261 shares in the last quarter. Kings Path Partners LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the second quarter worth $4,617,000. Morris Financial Concepts Inc. lifted its position in shares of Dimensional U.S. Targeted Value ETF by 30.6% in the second quarter. Morris Financial Concepts Inc. now owns 27,157 shares of the company’s stock worth $1,409,000 after purchasing an additional 6,358 shares in the last quarter. Innealta Capital LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the second quarter worth $46,000. Finally, American Capital Advisory LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 135.0% in the second quarter. American Capital Advisory LLC now owns 2,195 shares of the company’s stock worth $115,000 after purchasing an additional 1,261 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.7 %

Shares of DFAT stock traded up $0.39 during trading on Friday, reaching $55.81. The company’s stock had a trading volume of 171,027 shares, compared to its average volume of 242,646. The company has a market cap of $10.33 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a one year low of $42.53 and a one year high of $58.09. The business has a fifty day moving average price of $53.70 and a 200-day moving average price of $52.83.

Dimensional U.S. Targeted Value ETF Company 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.