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

New England Private Wealth Advisors LLC lessened its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 10.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 157,601 shares of the company’s stock after selling 18,978 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 1.1% of New England Private Wealth Advisors LLC’s investment portfolio, making the stock its 29th biggest position. New England Private Wealth Advisors LLC owned 0.08% of Dimensional U.S. Targeted Value ETF worth $9,384,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the business. Focus Partners Wealth boosted its position 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 valued at $770,880,000 after buying an additional 485,231 shares during the period. Forum Financial Management LP boosted its position in shares of Dimensional U.S. Targeted Value ETF by 4.7% during the fourth quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock valued at $607,753,000 after buying an additional 454,334 shares during the period. Pure Financial Advisors LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 7.5% during the fourth quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock valued at $317,373,000 after buying an additional 371,114 shares during the period. Focus Partners Advisor Solutions LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 21.0% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock valued at $315,254,000 after buying an additional 919,456 shares during the period. Finally, Asset Dedication LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 3.5% during the fourth quarter. Asset Dedication LLC now owns 2,600,142 shares of the company’s stock valued at $154,812,000 after buying an additional 87,070 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $69.58 on Friday. Dimensional U.S. Targeted Value ETF has a 1 year low of $52.27 and a 1 year high of $69.87. The business has a 50 day simple moving average of $66.35 and a two-hundred day simple moving average of $63.78. The firm has a market capitalization of $14.18 billion, a PE ratio of 12.39 and a beta of 0.97.

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.