Total Wealth Planning LLC Sells 1,773 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Total Wealth Planning LLC decreased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.7% during the first quarter, HoldingsChannel reports. The firm owned 63,874 shares of the company’s stock after selling 1,773 shares during the quarter. Total Wealth Planning LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,289,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Tradewinds Capital Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $28,000. Aspect Partners LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 151.9% during the 4th quarter. Aspect Partners LLC now owns 519 shares of the company’s stock valued at $29,000 after purchasing an additional 313 shares in the last quarter. Bellwether Advisors LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $67,000. Marshall & Sterling Wealth Advisors Inc. bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $69,000. Finally, Wood Tarver Financial Group LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $94,000.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $53.48 on Thursday. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $61.75. The company’s 50-day simple moving average is $50.25 and its 200 day simple moving average is $53.87. The firm has a market capitalization of $10.54 billion, a P/E ratio of 13.37 and a beta of 1.05.

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.