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

Private Wealth Management Group LLC decreased its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 81,224 shares of the company’s stock after selling 7,396 shares during the period. Dimensional U.S. Targeted Value ETF makes up 1.7% of Private Wealth Management Group LLC’s portfolio, making the stock its 17th biggest position. Private Wealth Management Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,521,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently modified their holdings of DFAT. Pure Financial Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 28.9% during the 3rd quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock worth $197,951,000 after acquiring an additional 797,607 shares in the last quarter. Triune Financial Partners LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $18,067,000. Helen Stephens Group LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 8,003.4% during the fourth quarter. Helen Stephens Group LLC now owns 317,735 shares of the company’s stock worth $17,685,000 after purchasing an additional 313,814 shares in the last quarter. EP Wealth Advisors LLC boosted 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 valued at $102,841,000 after purchasing an additional 288,340 shares during the period. Finally, JDH Wealth Management LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $13,588,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $57.62 on Thursday. The company’s fifty day moving average price is $57.32 and its two-hundred day moving average price is $56.13. The firm has a market capitalization of $10.67 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12 month low of $49.71 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.