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

Liberty Wealth Management LLC lessened its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 139,330 shares of the company’s stock after selling 2,051 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 1.3% of Liberty Wealth Management LLC’s holdings, making the stock its 22nd biggest position. Liberty Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $7,753,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 13.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 259,750 shares of the company’s stock worth $14,450,000 after acquiring an additional 30,351 shares in the last quarter. FMR LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 12.6% during the 3rd quarter. FMR LLC now owns 20,950 shares of the company’s stock worth $1,165,000 after acquiring an additional 2,349 shares in the last quarter. Summit Trail Advisors LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 24.5% during the 3rd quarter. Summit Trail Advisors LLC now owns 17,382 shares of the company’s stock worth $967,000 after acquiring an additional 3,424 shares in the last quarter. Hill Investment Group Partners LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.3% during the 3rd quarter. Hill Investment Group Partners LLC now owns 638,280 shares of the company’s stock worth $32,820,000 after acquiring an additional 1,856 shares in the last quarter. Finally, WorthPointe LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 1.0% during the 3rd quarter. WorthPointe LLC now owns 49,236 shares of the company’s stock worth $2,739,000 after acquiring an additional 481 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $51.25 on Wednesday. The business’s 50 day simple moving average is $55.96 and its 200-day simple moving average is $56.30. The firm has a market capitalization of $10.03 billion, a price-to-earnings ratio of 13.23 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.16 and a 12 month high of $61.75.

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.