Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Northwest Wealth Management LLC

Northwest Wealth Management LLC trimmed its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 11.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 103,475 shares of the company’s stock after selling 13,200 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 1.0% of Northwest Wealth Management LLC’s holdings, making the stock its 23rd largest holding. Northwest Wealth Management LLC owned about 0.05% of Dimensional U.S. Targeted Value ETF worth $6,161,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of the stock. Focus Partners Wealth increased its stake in shares of Dimensional U.S. Targeted Value ETF by 3.8% during the third quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock worth $770,880,000 after buying an additional 485,231 shares during the period. Forum Financial Management LP grew its holdings in Dimensional U.S. Targeted Value ETF by 4.3% during the 3rd quarter. Forum Financial Management LP now owns 9,753,142 shares of the company’s stock worth $567,730,000 after acquiring an additional 399,577 shares in the last quarter. Index Fund Advisors Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 5.7% in the 3rd quarter. Index Fund Advisors Inc. now owns 6,520,506 shares of the company’s stock valued at $379,559,000 after purchasing an additional 349,087 shares during the last quarter. Savant Capital LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the 3rd quarter. Savant Capital LLC now owns 4,974,930 shares of the company’s stock valued at $289,591,000 after purchasing an additional 29,718 shares in the last quarter. Finally, Pure Financial Advisors LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 7.8% during the 3rd quarter. Pure Financial Advisors LLC now owns 4,959,303 shares of the company’s stock worth $288,681,000 after purchasing an additional 357,646 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $61.54 on Monday. Dimensional U.S. Targeted Value ETF has a 12 month low of $44.01 and a 12 month high of $67.46. The firm has a market capitalization of $12.57 billion, a PE ratio of 12.39 and a beta of 1.04. The business’s fifty day moving average price is $63.94 and its 200 day moving average price is $60.67.

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.