Measured Wealth Private Client Group LLC Cuts Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Measured Wealth Private Client Group LLC trimmed its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 32,834 shares of the company’s stock after selling 889 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 0.6% of Measured Wealth Private Client Group LLC’s investment portfolio, making the stock its 20th largest holding. Measured Wealth Private Client Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,718,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Signature Resources Capital Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $27,000. Truvestments Capital LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter worth $46,000. Castleview Partners LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter worth $51,000. Trifecta Capital Advisors LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 281.8% in the 4th quarter. Trifecta Capital Advisors LLC now owns 1,512 shares of the company’s stock worth $79,000 after buying an additional 1,116 shares during the last quarter. Finally, Jones Financial Companies Lllp boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 49.6% in the 3rd quarter. Jones Financial Companies Lllp now owns 2,145 shares of the company’s stock worth $98,000 after buying an additional 711 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock traded up $0.53 on Friday, reaching $52.49. The stock had a trading volume of 210,540 shares, compared to its average volume of 247,678. The stock has a market cap of $9.71 billion, a P/E ratio of 9.58 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a 1 year low of $41.16 and a 1 year high of $54.64. The company has a 50 day simple moving average of $52.22 and a 200 day simple moving average of $50.01.

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.