Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stock Position Cut by Planning Center Inc.

Planning Center Inc. trimmed its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 446,336 shares of the company’s stock after selling 7,210 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 3.2% of Planning Center Inc.’s holdings, making the stock its 11th biggest position. Planning Center Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $24,843,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently made changes to their positions in DFAT. JPMorgan Chase & Co. increased its stake in shares of Dimensional U.S. Targeted Value ETF by 13.2% during the third quarter. JPMorgan Chase & Co. now owns 259,750 shares of the company’s stock valued at $14,450,000 after acquiring an additional 30,351 shares during the period. FMR LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 12.6% during the 3rd quarter. FMR LLC now owns 20,950 shares of the company’s stock valued at $1,165,000 after purchasing an additional 2,349 shares in the last quarter. Summit Trail Advisors LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 24.5% during the 3rd quarter. Summit Trail Advisors LLC now owns 17,382 shares of the company’s stock valued at $967,000 after purchasing an additional 3,424 shares during the period. SC&H Financial Advisors Inc. raised its stake in shares of Dimensional U.S. Targeted Value ETF by 3.8% in the 3rd quarter. SC&H Financial Advisors Inc. now owns 75,063 shares of the company’s stock worth $4,176,000 after buying an additional 2,735 shares in the last quarter. Finally, International Assets Investment Management LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at $6,259,000.

Dimensional U.S. Targeted Value ETF Stock Down 0.2 %

NYSEARCA:DFAT opened at $57.60 on Wednesday. The business’s 50-day moving average price is $57.63 and its 200 day moving average price is $56.05. Dimensional U.S. Targeted Value ETF has a 52-week low of $49.60 and a 52-week high of $61.75. The firm has a market cap of $10.66 billion, a P/E ratio of 9.99 and a beta of 1.12.

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.