Dimensional U.S. Targeted Value ETF $DFAT Holdings Trimmed by Vision Capital Management Inc.

Vision Capital Management Inc. trimmed its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 66.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,699 shares of the company’s stock after selling 11,513 shares during the period. Vision Capital Management Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $379,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Lee Financial Co purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter worth $475,000. AlphaStar Capital Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at about $334,000. McKinley Carter Wealth Services Inc. purchased a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at about $10,228,000. Financial Harvest LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 4.3% during the 3rd quarter. Financial Harvest LLC now owns 561,422 shares of the company’s stock worth $37,301,000 after purchasing an additional 23,348 shares in the last quarter. Finally, Maryland Capital Advisors Inc. raised its stake in shares of Dimensional U.S. Targeted Value ETF by 1.4% during the 3rd quarter. Maryland Capital Advisors Inc. now owns 85,594 shares of the company’s stock worth $5,687,000 after purchasing an additional 1,188 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $67.66 on Tuesday. The firm has a market cap of $14.14 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 52-week low of $55.12 and a 52-week high of $72.81. The stock has a 50-day simple moving average of $69.64 and a 200-day simple moving average of $68.56.

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.