Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stock Position Lessened by Northwest Wealth Management LLC

Northwest Wealth Management LLC reduced its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 139,660 shares of the company’s stock after selling 417 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises about 2.2% of Northwest Wealth Management LLC’s investment portfolio, making the stock its 12th largest holding. Northwest Wealth Management LLC owned 0.08% of Dimensional U.S. Targeted Value ETF worth $7,308,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of the stock. Signature Resources Capital Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $27,000. Truvestments Capital LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the third quarter worth approximately $46,000. Trifecta Capital Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 281.8% in the fourth quarter. Trifecta Capital Advisors LLC now owns 1,512 shares of the company’s stock worth $79,000 after purchasing an additional 1,116 shares during the period. Jones Financial Companies Lllp boosted its stake in Dimensional U.S. Targeted Value ETF by 49.6% during the 3rd quarter. Jones Financial Companies Lllp now owns 2,145 shares of the company’s stock valued at $98,000 after purchasing an additional 711 shares in the last quarter. Finally, EdgeRock Capital LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $117,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT traded down $0.53 during midday trading on Tuesday, reaching $51.63. The stock had a trading volume of 37,977 shares, compared to its average volume of 237,345. The firm’s 50 day moving average price is $52.67 and its 200-day moving average price is $51.65. Dimensional U.S. Targeted Value ETF has a 52 week low of $42.53 and a 52 week high of $54.64. The company has a market capitalization of $9.56 billion, a P/E ratio of 9.99 and a beta of 1.12.

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.