Dimensional U.S. Targeted Value ETF $DFAT Stock Holdings Cut by Prism Advisors Inc.

Prism Advisors Inc. decreased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 303,139 shares of the company’s stock after selling 21,271 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 5.1% of Prism Advisors Inc.’s portfolio, making the stock its 6th largest position. Prism Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $18,931,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Focus Partners Wealth lifted its position in shares of Dimensional U.S. Targeted Value ETF by 0.3% during the fourth quarter. Focus Partners Wealth now owns 13,284,203 shares of the company’s stock valued at $790,941,000 after purchasing an additional 40,703 shares in the last quarter. Forum Financial Management LP grew its position in Dimensional U.S. Targeted Value ETF by 1.4% in the 1st quarter. Forum Financial Management LP now owns 10,349,578 shares of the company’s stock worth $646,331,000 after purchasing an additional 142,102 shares in the last quarter. Pure Financial Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF by 7.5% in the 4th quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock worth $317,373,000 after purchasing an additional 371,114 shares in the last quarter. Focus Partners Advisor Solutions LLC grew its position in Dimensional U.S. Targeted Value ETF by 21.0% in the 4th quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock worth $315,254,000 after purchasing an additional 919,456 shares in the last quarter. Finally, EP Wealth Advisors LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $249,084,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.1%

Dimensional U.S. Targeted Value ETF stock opened at $69.90 on Wednesday. Dimensional U.S. Targeted Value ETF has a 52 week low of $52.83 and a 52 week high of $70.25. The company’s 50 day moving average price is $67.46 and its two-hundred day moving average price is $64.64. The stock has a market cap of $14.25 billion, a P/E ratio of 12.39 and a beta of 0.97.

About Dimensional U.S. Targeted Value ETF

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.