Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Meritas Wealth Management LLC

Meritas Wealth Management LLC lowered its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.7% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 410,390 shares of the company’s stock after selling 11,474 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 11.8% of Meritas Wealth Management LLC’s holdings, making the stock its 2nd largest position. Meritas Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $24,435,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of DFAT. Focus Partners Wealth lifted its position in shares of Dimensional U.S. Targeted Value ETF by 3.8% in 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 last quarter. Cerity Partners LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.4% during the 2nd quarter. Cerity Partners LLC now owns 1,100,761 shares of the company’s stock worth $60,037,000 after acquiring an additional 410,267 shares during the last quarter. Henrickson Nauta Wealth Advisors Inc. increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 134.0% during the 4th quarter. Henrickson Nauta Wealth Advisors Inc. now owns 712,009 shares of the company’s stock worth $43,924,000 after acquiring an additional 407,790 shares during the last quarter. Two Sigma Investments LP bought a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $23,476,000. Finally, Forum Financial Management LP lifted its holdings in Dimensional U.S. Targeted Value ETF by 4.3% during the 3rd quarter. Forum Financial Management LP now owns 9,753,142 shares of the company’s stock valued at $567,730,000 after purchasing an additional 399,577 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $61.54 on Monday. The company has a market cap of $12.57 billion, a P/E ratio of 12.39 and a beta of 1.04. The firm’s fifty day moving average price is $63.94 and its two-hundred day moving average price is $60.67. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $67.46.

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.