Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Sold by Live Oak Private Wealth LLC

Live Oak Private Wealth LLC decreased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,357 shares of the company’s stock after selling 854 shares during the quarter. Live Oak Private Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,026,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Strategic Financial Concepts LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 5,466.0% in the 4th quarter. Strategic Financial Concepts LLC now owns 224,699 shares of the company’s stock valued at $12,507,000 after purchasing an additional 220,662 shares in the last quarter. Glassy Mountain Advisors Inc. grew its holdings in Dimensional U.S. Targeted Value ETF by 0.8% in the fourth quarter. Glassy Mountain Advisors Inc. now owns 164,497 shares of the company’s stock valued at $9,156,000 after purchasing an additional 1,334 shares during the period. Confluence Wealth Services Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 13.2% in the fourth quarter. Confluence Wealth Services Inc. now owns 339,318 shares of the company’s stock valued at $19,596,000 after buying an additional 39,570 shares in the last quarter. Vantage Point Financial LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth approximately $3,728,000. Finally, Better Money Decisions LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 12.0% during the 4th quarter. Better Money Decisions LLC now owns 176,231 shares of the company’s stock valued at $9,809,000 after buying an additional 18,919 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $57.46 on Friday. The stock has a market capitalization of $10.64 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1 year low of $49.71 and a 1 year high of $61.75. The company’s fifty day moving average price is $57.26 and its 200 day moving average price is $56.14.

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.