Dimensional U.S. Targeted Value ETF $DFAT Holdings Reduced by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC lowered its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 788,013 shares of the company’s stock after selling 47,685 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 2.5% of Sax Wealth Advisors LLC’s investment portfolio, making the stock its 6th biggest holding. Sax Wealth Advisors LLC owned 0.40% of Dimensional U.S. Targeted Value ETF worth $45,870,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Trust Co. of Toledo NA OH purchased a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth about $27,000. Hantz Financial Services Inc. purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter valued at approximately $53,000. Ameritas Advisory Services LLC bought a new position in Dimensional U.S. Targeted Value ETF during the second quarter valued at approximately $69,000. Retirement Wealth Solutions LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the third quarter worth approximately $72,000. Finally, Huntington National Bank bought a new stake in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $81,000.

Dimensional U.S. Targeted Value ETF Trading Down 0.2%

Shares of DFAT opened at $60.15 on Wednesday. The firm has a fifty day simple moving average of $58.58 and a two-hundred day simple moving average of $57.33. The firm has a market cap of $12.00 billion, a PE ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $61.77.

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.