McKinley Carter Wealth Services Inc. Sells 25,113 Shares of Dimensional U.S. Targeted Value ETF $DFAT

McKinley Carter Wealth Services Inc. lessened its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 14.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 146,836 shares of the company’s stock after selling 25,113 shares during the period. McKinley Carter Wealth Services Inc. owned about 0.07% of Dimensional U.S. Targeted Value ETF worth $8,743,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. CoreFirst Bank & Trust bought a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at about $26,000. CIBC Private Wealth Group LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% during the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after purchasing an additional 243 shares during the last quarter. IAG Wealth Partners LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 350.8% during the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after purchasing an additional 663 shares during the last quarter. Optima Capital LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $60,000. Finally, JPL Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter worth about $74,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT opened at $65.84 on Tuesday. The company has a 50 day simple moving average of $64.20 and a 200 day simple moving average of $62.40. Dimensional U.S. Targeted Value ETF has a 1 year low of $50.75 and a 1 year high of $67.94. The firm has a market cap of $13.42 billion, a PE ratio of 12.39 and a beta of 0.99.

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.