RTD Financial Advisors Inc. Sells 3,692 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

RTD Financial Advisors Inc. lessened its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 81,110 shares of the company’s stock after selling 3,692 shares during the period. RTD Financial Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,176,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in DFAT. Raymond James Financial Inc. bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $69,228,000. Focus Partners Advisor Solutions LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 34.4% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 4,820,280 shares of the company’s stock valued at $268,297,000 after acquiring an additional 1,234,171 shares during the period. Tumwater Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $30,702,000. Financial Harvest LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $22,206,000. Finally, EP Wealth Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 20.7% during the 4th quarter. EP Wealth Advisors LLC now owns 2,231,308 shares of the company’s stock valued at $124,195,000 after acquiring an additional 382,653 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $52.54 on Friday. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $61.75. The firm has a fifty day moving average price of $50.55 and a 200-day moving average price of $53.76. The company has a market cap of $10.35 billion, a price-to-earnings ratio of 13.37 and a beta of 1.05.

About Dimensional U.S. Targeted Value ETF

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.