CFS Investment Advisory Services LLC reduced its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 28.5% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 49,814 shares of the company’s stock after selling 19,862 shares during the quarter. CFS Investment Advisory Services LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,299,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors also recently modified their holdings of DFAT. CIBC Private Wealth Group LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 59.0% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after buying an additional 243 shares in the last quarter. Timmons Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter worth about $50,000. Optima Capital LLC bought a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $60,000. JPL Wealth Management LLC bought a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at about $74,000. Finally, Modus Advisors LLC bought a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $82,000.
Dimensional U.S. Targeted Value ETF Stock Down 1.1%
Shares of NYSEARCA DFAT opened at $68.61 on Thursday. The firm’s 50-day moving average price is $67.81 and its 200-day moving average price is $65.01. Dimensional U.S. Targeted Value ETF has a 52-week low of $52.83 and a 52-week high of $70.43. The company has a market cap of $14.07 billion, a PE ratio of 12.39 and a beta of 0.97.
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.
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