Dimensional U.S. Targeted Value ETF $DFAT Stock: Lauterbach Financial Advisors LLC Lowers Stake

Lauterbach Financial Advisors LLC cut its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 381,992 shares of the company’s stock after selling 8,423 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 10.7% of Lauterbach Financial Advisors LLC’s investment portfolio, making the stock its 2nd largest holding. Lauterbach Financial Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $25,380,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Forum Financial Management LP lifted its holdings in Dimensional U.S. Targeted Value ETF by 1.4% in the first quarter. Forum Financial Management LP now owns 10,349,578 shares of the company’s stock worth $646,331,000 after purchasing an additional 142,102 shares during the period. Apella Capital LLC grew its position in Dimensional U.S. Targeted Value ETF by 29.3% in the 1st quarter. Apella Capital LLC now owns 2,132,827 shares of the company’s stock valued at $141,257,000 after buying an additional 483,687 shares in the last quarter. Sequoia Financial Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 1.3% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 1,391,428 shares of the company’s stock valued at $97,261,000 after buying an additional 18,136 shares during the period. Bank of America Corp DE increased its stake in Dimensional U.S. Targeted Value ETF by 17.3% during the 1st quarter. Bank of America Corp DE now owns 1,531,232 shares of the company’s stock valued at $95,625,000 after buying an additional 225,621 shares during the period. Finally, Earned Wealth Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 2.6% during the 1st quarter. Earned Wealth Advisors LLC now owns 1,495,511 shares of the company’s stock valued at $93,395,000 after buying an additional 37,651 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Up 1.2%

DFAT stock opened at $68.49 on Wednesday. The firm’s 50-day moving average is $69.57 and its two-hundred day moving average is $68.60. The company has a market capitalization of $14.31 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 52 week low of $55.12 and a 52 week high of $72.81.

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.