True Wealth Design LLC Sells 15,165 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

True Wealth Design LLC lowered its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 16.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 75,899 shares of the company’s stock after selling 15,165 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 1.1% of True Wealth Design LLC’s portfolio, making the stock its 15th biggest position. True Wealth Design LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,972,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of DFAT. Creative Planning lifted its holdings in Dimensional U.S. Targeted Value ETF by 4.1% during the fourth quarter. Creative Planning now owns 13,638,740 shares of the company’s stock worth $713,715,000 after buying an additional 534,891 shares during the period. Elevate Wealth Advisory Inc. bought a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $2,170,000. Keyes Stange & Wooten Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at about $14,166,000. Watchman Group Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.8% in the 4th quarter. Watchman Group Inc. now owns 453,113 shares of the company’s stock valued at $23,711,000 after buying an additional 3,626 shares in the last quarter. Finally, Cladis Investment Advisory LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $213,000.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT traded down $0.35 during midday trading on Tuesday, reaching $51.81. 249,639 shares of the stock traded hands, compared to its average volume of 239,289. The stock has a market capitalization of $9.59 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12-month low of $42.53 and a 12-month high of $54.64. The business has a 50-day moving average of $52.64 and a two-hundred day moving average of $51.69.

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.