Sax Wealth Advisors LLC Has $48.87 Million Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Sax Wealth Advisors LLC decreased its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.9% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 878,023 shares of the company’s stock after selling 17,300 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 3.8% of Sax Wealth Advisors LLC’s holdings, making the stock its 6th biggest position. Sax Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $48,871,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Iron Horse Wealth Management LLC bought a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $32,000. Truvestments Capital LLC bought a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $40,000. Legacy Investment Solutions LLC bought a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $46,000. Howe & Rusling Inc. acquired a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $61,000. Finally, CENTRAL TRUST Co lifted its stake in Dimensional U.S. Targeted Value ETF by 37.0% during the third quarter. CENTRAL TRUST Co now owns 1,782 shares of the company’s stock worth $99,000 after purchasing an additional 481 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT opened at $57.37 on Friday. Dimensional U.S. Targeted Value ETF has a 52-week low of $49.34 and a 52-week high of $61.75. The firm has a market cap of $10.62 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The business’s fifty day moving average is $57.78 and its 200-day moving average is $55.71.

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.