WMG Financial Advisors LLC Reduces Holdings in Dimensional U.S. Targeted Value ETF $DFAT

WMG Financial Advisors LLC decreased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 17.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,689 shares of the company’s stock after selling 1,407 shares during the period. WMG Financial Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $361,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in the business. Focus Partners Wealth raised its position in shares of Dimensional U.S. Targeted Value ETF by 6.5% in the 1st quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock valued at $668,598,000 after purchasing an additional 797,094 shares in the last quarter. Focus Partners Advisor Solutions LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 2.0% in the 1st quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock valued at $253,093,000 after purchasing an additional 95,097 shares in the last quarter. Pure Financial Advisors LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 7.8% in the 2nd quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock valued at $248,305,000 after purchasing an additional 331,821 shares in the last quarter. EP Wealth Advisors LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 35.2% in the 1st quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock valued at $155,304,000 after purchasing an additional 784,895 shares in the last quarter. Finally, Asset Dedication LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.9% in the 1st quarter. Asset Dedication LLC now owns 2,305,024 shares of the company’s stock valued at $118,686,000 after purchasing an additional 20,455 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 1.3%

Shares of DFAT opened at $57.62 on Friday. The business’s 50 day moving average is $57.72 and its two-hundred day moving average is $54.02. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $61.75. The firm has a market cap of $11.48 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94.

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.