Total Wealth Planning LLC Sells 1,104 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Total Wealth Planning LLC reduced its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 68,801 shares of the company’s stock after selling 1,104 shares during the quarter. Total Wealth Planning LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,745,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in DFAT. Signature Resources Capital Management LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter worth approximately $27,000. Trifecta Capital Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 281.8% during the fourth quarter. Trifecta Capital Advisors LLC now owns 1,512 shares of the company’s stock worth $79,000 after acquiring an additional 1,116 shares during the last quarter. EdgeRock Capital LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter worth approximately $117,000. National Bank of Canada FI bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter worth approximately $151,000. Finally, PNC Financial Services Group Inc. increased its stake in Dimensional U.S. Targeted Value ETF by 434.0% during the third quarter. PNC Financial Services Group Inc. now owns 3,407 shares of the company’s stock worth $156,000 after acquiring an additional 2,769 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $51.70 on Wednesday. Dimensional U.S. Targeted Value ETF has a 1 year low of $42.53 and a 1 year high of $54.64. The business has a 50 day simple moving average of $52.52 and a two-hundred day simple moving average of $52.00. The firm has a market capitalization of $9.57 billion, a PE ratio of 9.99 and a beta of 1.12.

Dimensional U.S. Targeted Value ETF 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.