New England Private Wealth Advisors LLC Lowers Holdings in Dimensional U.S. Targeted Value ETF $DFAT

New England Private Wealth Advisors LLC reduced its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 10.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 157,601 shares of the company’s stock after selling 18,978 shares during the period. New England Private Wealth Advisors LLC owned approximately 0.08% of Dimensional U.S. Targeted Value ETF worth $9,384,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in the stock. Accurate Wealth Management LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 3.0% during the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after purchasing an additional 202 shares in the last quarter. Mutual Advisors LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the 4th quarter. Mutual Advisors LLC now owns 37,208 shares of the company’s stock worth $2,215,000 after purchasing an additional 224 shares in the last quarter. Brookwood Investment Group LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 4.6% during the 4th quarter. Brookwood Investment Group LLC now owns 5,304 shares of the company’s stock worth $316,000 after purchasing an additional 232 shares in the last quarter. CIBC Private Wealth Group LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 59.0% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after purchasing an additional 243 shares in the last quarter. Finally, CreativeOne Wealth LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 2.9% during the 3rd quarter. CreativeOne Wealth LLC now owns 8,757 shares of the company’s stock worth $510,000 after purchasing an additional 245 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT opened at $66.95 on Friday. The firm has a market capitalization of $13.64 billion, a P/E ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a one year low of $50.75 and a one year high of $67.94. The company’s fifty day moving average is $64.52 and its two-hundred day moving average is $62.62.

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.