Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Sold by Diversified Portfolios Inc.

Diversified Portfolios Inc. lessened its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.9% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 78,641 shares of the company’s stock after selling 679 shares during the quarter. Diversified Portfolios Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,115,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of DFAT. Pioneer Wealth Management Group increased its position in shares of Dimensional U.S. Targeted Value ETF by 59.9% during the 4th quarter. Pioneer Wealth Management Group now owns 57,606 shares of the company’s stock valued at $3,015,000 after purchasing an additional 21,580 shares during the period. Cook Wealth Management Group LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $10,661,000. Confluence Wealth Services Inc. raised its position in Dimensional U.S. Targeted Value ETF by 131.7% in the fourth quarter. Confluence Wealth Services Inc. now owns 137,110 shares of the company’s stock worth $7,175,000 after acquiring an additional 77,924 shares in the last quarter. Brookstone Capital Management acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $240,000. Finally, HB Wealth Management LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 7.2% during the 4th quarter. HB Wealth Management LLC now owns 13,051 shares of the company’s stock valued at $683,000 after purchasing an additional 878 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.7 %

Shares of NYSEARCA DFAT traded down $0.35 during midday trading on Tuesday, reaching $50.66. The company’s stock had a trading volume of 429,567 shares, compared to its average volume of 250,609. Dimensional U.S. Targeted Value ETF has a one year low of $41.16 and a one year high of $54.64. The company has a market cap of $9.03 billion, a price-to-earnings ratio of 8.69 and a beta of 0.94. The company has a 50 day moving average price of $52.12 and a 200 day moving average price of $49.43.

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.