Total Wealth Planning LLC Cuts Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Total Wealth Planning LLC decreased its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 65,647 shares of the company’s stock after selling 1,309 shares during the period. Total Wealth Planning LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,654,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Creative Planning boosted its position in Dimensional U.S. Targeted Value ETF by 4.1% during the second quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after purchasing an additional 555,638 shares in the last quarter. Forum Financial Management LP raised its stake in shares of Dimensional U.S. Targeted Value ETF by 1.8% during the 3rd quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after buying an additional 154,338 shares during the last quarter. Pure Financial Advisors LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 28.9% in the 3rd quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock worth $197,951,000 after buying an additional 797,607 shares in the last quarter. Asset Dedication LLC grew its stake in Dimensional U.S. Targeted Value ETF by 4.3% in the 3rd quarter. Asset Dedication LLC now owns 2,193,323 shares of the company’s stock valued at $122,015,000 after acquiring an additional 90,019 shares during the last quarter. Finally, RW Investment Management LLC grew its stake in Dimensional U.S. Targeted Value ETF by 4.0% in the 2nd quarter. RW Investment Management LLC now owns 1,889,949 shares of the company’s stock valued at $98,032,000 after acquiring an additional 72,224 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 0.1 %

Shares of DFAT opened at $57.12 on Friday. Dimensional U.S. Targeted Value ETF has a 12-month low of $49.18 and a 12-month high of $61.75. The stock has a market cap of $10.57 billion, a P/E ratio of 9.99 and a beta of 1.12. The company has a 50-day moving average of $57.82 and a two-hundred day moving average of $55.67.

About Dimensional U.S. Targeted Value ETF

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.