Henrickson Nauta Wealth Advisors Inc. Sells 338,051 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Henrickson Nauta Wealth Advisors Inc. cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 47.5% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 373,958 shares of the company’s stock after selling 338,051 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 6.6% of Henrickson Nauta Wealth Advisors Inc.’s holdings, making the stock its 3rd biggest position. Henrickson Nauta Wealth Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $23,354,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of DFAT. EP Wealth Advisors LLC bought a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $249,084,000. Corient Private Wealth LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 208.5% during the fourth quarter. Corient Private Wealth LLC now owns 2,724,033 shares of the company’s stock worth $162,189,000 after acquiring an additional 1,841,154 shares in the last quarter. Smartleaf Asset Management LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 8,960.0% during the fourth quarter. Smartleaf Asset Management LLC now owns 1,419,609 shares of the company’s stock worth $85,390,000 after acquiring an additional 1,403,940 shares in the last quarter. Focus Partners Advisor Solutions LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 21.0% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock worth $315,254,000 after acquiring an additional 919,456 shares during the period. Finally, Earned Wealth Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 95.1% during the fourth quarter. Earned Wealth Advisors LLC now owns 1,457,860 shares of the company’s stock worth $86,801,000 after acquiring an additional 710,659 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT opened at $68.48 on Monday. The stock has a market capitalization of $13.96 billion, a P/E ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 12 month low of $52.27 and a 12 month high of $70.25. The firm’s fifty day simple moving average is $66.88 and its 200 day simple moving average is $64.17.

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.