Financial Synergies Wealth Advisors Inc. Decreases Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Financial Synergies Wealth Advisors Inc. lessened its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 33,163 shares of the company’s stock after selling 327 shares during the quarter. Financial Synergies Wealth Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,846,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. SYM FINANCIAL Corp acquired a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $30,000. Iron Horse Wealth Management LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $32,000. Truvestments Capital LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $40,000. Legacy Investment Solutions LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $46,000. Finally, Howe & Rusling Inc. purchased a new position in Dimensional U.S. Targeted Value ETF during the third quarter worth approximately $61,000.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT opened at $57.46 on Friday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $49.71 and a fifty-two week high of $61.75. The firm has a market capitalization of $10.64 billion, a P/E ratio of 9.99 and a beta of 1.12. The stock’s fifty day moving average is $57.26 and its two-hundred day moving average is $56.14.

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.