Plancorp LLC Reduces Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Plancorp LLC lowered its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 1,439,385 shares of the company’s stock after selling 41,221 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 2.6% of Plancorp LLC’s holdings, making the stock its 11th biggest holding. Plancorp LLC owned approximately 0.70% of Dimensional U.S. Targeted Value ETF worth $85,701,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC increased its position in Dimensional U.S. Targeted Value ETF by 22.3% during the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after acquiring an additional 3,799 shares during the last quarter. Goldman Sachs Group Inc. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the first quarter valued at $1,376,000. NewEdge Advisors LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock worth $5,347,000 after acquiring an additional 1,393 shares during the last quarter. Sei Investments Co. purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth about $703,000. Finally, Main Street Financial Solutions LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 1.4% during the 2nd quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock worth $2,264,000 after purchasing an additional 576 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 0.6%

Shares of NYSEARCA:DFAT opened at $65.84 on Thursday. The company has a market capitalization of $13.42 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.75 and a 12 month high of $67.94. The firm’s 50-day moving average is $64.12 and its 200 day moving average is $62.24.

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.