True Wealth Design LLC Lowers Position in Dimensional U.S. Targeted Value ETF $DFAT

True Wealth Design LLC trimmed its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 13.3% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 45,889 shares of the company’s stock after selling 7,030 shares during the period. Dimensional U.S. Targeted Value ETF comprises 0.9% of True Wealth Design LLC’s investment portfolio, making the stock its 14th biggest holding. True Wealth Design LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,476,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of DFAT. Valued Wealth Advisors LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 37.0% during the second quarter. Valued Wealth Advisors LLC now owns 107,434 shares of the company’s stock worth $5,797,000 after purchasing an additional 29,031 shares in the last quarter. AE Wealth Management LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 17.2% in the 2nd quarter. AE Wealth Management LLC now owns 465,775 shares of the company’s stock valued at $25,133,000 after buying an additional 68,221 shares during the period. Rialto Wealth Management LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 5.1% in the 2nd quarter. Rialto Wealth Management LLC now owns 6,309 shares of the company’s stock valued at $340,000 after buying an additional 305 shares during the period. Atlantic Union Bankshares Corp acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth about $16,008,000. Finally, Beckerman Institutional LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 8.1% during the second quarter. Beckerman Institutional LLC now owns 41,226 shares of the company’s stock worth $2,225,000 after buying an additional 3,095 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 1.1%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $57.02 on Friday. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $61.75. The company has a market capitalization of $11.38 billion, a P/E ratio of 12.39 and a beta of 1.04. The company has a 50 day moving average of $58.06 and a 200 day moving average of $55.32.

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.