Total Wealth Planning LLC Trims Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Total Wealth Planning LLC lessened its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.5% during the 4th quarter, Holdings Channel reports. The firm owned 69,905 shares of the company’s stock after selling 1,070 shares during the quarter. Total Wealth Planning LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,658,000 as of its most recent filing with the SEC.

A number of other hedge funds have also modified their holdings of the company. Schwarz Dygos Wheeler Investment Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 13.4% in the fourth quarter. Schwarz Dygos Wheeler Investment Advisors LLC now owns 90,781 shares of the company’s stock worth $4,751,000 after acquiring an additional 10,695 shares during the period. Core Wealth Management Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $211,000. Addison Advisors LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 6.2% during the 4th quarter. Addison Advisors LLC now owns 24,854 shares of the company’s stock valued at $1,301,000 after buying an additional 1,445 shares during the last quarter. Truist Financial Corp raised its stake in shares of Dimensional U.S. Targeted Value ETF by 7.5% during the 4th quarter. Truist Financial Corp now owns 234,301 shares of the company’s stock valued at $12,261,000 after buying an additional 16,374 shares during the last quarter. Finally, New England Private Wealth Advisors LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 1.3% in the fourth quarter. New England Private Wealth Advisors LLC now owns 287,685 shares of the company’s stock worth $15,055,000 after buying an additional 3,745 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock traded up $0.34 during midday trading on Friday, hitting $52.00. 190,521 shares of the company were exchanged, compared to its average volume of 251,808. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $41.16 and a fifty-two week high of $54.64. The firm has a market capitalization of $9.62 billion, a PE ratio of 9.58 and a beta of 0.94. The business has a fifty day simple moving average of $52.17 and a two-hundred day simple moving average of $49.80.

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.