Disciplined Equity Management Inc. Sells 5,730 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Disciplined Equity Management Inc. cut its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 332,628 shares of the company’s stock after selling 5,730 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 12.0% of Disciplined Equity Management Inc.’s investment portfolio, making the stock its 3rd largest holding. Disciplined Equity Management Inc. owned approximately 0.18% of Dimensional U.S. Targeted Value ETF worth $18,514,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of DFAT. Fortress Wealth Management Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 0.5% during the third quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock valued at $2,009,000 after purchasing an additional 193 shares during the period. Clear Creek Financial Management LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 2.0% in the 3rd quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock valued at $561,000 after buying an additional 200 shares during the period. Brookstone Capital Management raised its stake in shares of Dimensional U.S. Targeted Value ETF by 5.2% in the 3rd quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock valued at $227,000 after buying an additional 202 shares in the last quarter. Foundations Investment Advisors LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.3% during the 3rd quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock worth $280,000 after acquiring an additional 209 shares during the period. Finally, tru Independence LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 5.1% during the 3rd quarter. tru Independence LLC now owns 4,494 shares of the company’s stock worth $250,000 after acquiring an additional 217 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $57.75 on Friday. The stock’s fifty day simple moving average is $57.65 and its 200 day simple moving average is $55.88. Dimensional U.S. Targeted Value ETF has a one year low of $49.60 and a one year high of $61.75. The firm has a market cap of $10.69 billion, a price-to-earnings 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.