Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stock Holdings Decreased by Measured Wealth Private Client Group LLC

Measured Wealth Private Client Group LLC reduced its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 32,090 shares of the company’s stock after selling 744 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 0.6% of Measured Wealth Private Client Group LLC’s holdings, making the stock its 22nd largest position. Measured Wealth Private Client Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,747,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in DFAT. Corient Private Wealth LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. Corient Private Wealth LLC now owns 2,748,722 shares of the company’s stock worth $143,841,000 after purchasing an additional 10,299 shares during the period. Fortress Wealth Management Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 33.4% during the fourth quarter. Fortress Wealth Management Inc. now owns 26,701 shares of the company’s stock worth $1,397,000 after purchasing an additional 6,687 shares during the period. Pioneer Wealth Management Group boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.9% during the fourth quarter. Pioneer Wealth Management Group now owns 57,606 shares of the company’s stock worth $3,015,000 after purchasing an additional 21,580 shares during the period. SC&H Financial Advisors Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the fourth quarter. SC&H Financial Advisors Inc. now owns 67,509 shares of the company’s stock worth $3,533,000 after purchasing an additional 433 shares during the period. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.7% during the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 848,654 shares of the company’s stock worth $44,410,000 after purchasing an additional 14,586 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock traded up $0.28 during trading on Tuesday, hitting $51.70. 236,576 shares of the company were exchanged, compared to its average volume of 241,462. The firm has a market capitalization of $9.57 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The business’s 50-day simple moving average is $52.52 and its 200 day simple moving average is $52.00. Dimensional U.S. Targeted Value ETF has a twelve month low of $42.53 and a twelve month high of $54.64.

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.