Simplicity Wealth LLC Lowers Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Simplicity Wealth LLC reduced its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 51.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 56,905 shares of the company’s stock after selling 61,411 shares during the period. Simplicity Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,312,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its stake in Dimensional U.S. Targeted Value ETF by 22.3% in the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after purchasing an additional 3,799 shares in the last quarter. Goldman Sachs Group Inc. bought a new position in shares of Dimensional U.S. Targeted Value ETF during the first quarter valued at $1,376,000. Axis Wealth Partners LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 16.9% in the 2nd quarter. Axis Wealth Partners LLC now owns 13,822 shares of the company’s stock worth $746,000 after purchasing an additional 2,002 shares during the last quarter. Maseco LLP purchased a new position in Dimensional U.S. Targeted Value ETF in the second quarter worth about $506,000. Finally, Accurate Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth $282,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $64.24 on Thursday. The company has a market cap of $12.97 billion, a P/E ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $64.44. The stock’s fifty day moving average price is $60.06 and its 200-day moving average price is $58.20.

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.