Corient Private Wealth LLC Sells 9,973 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Corient Private Wealth LLC reduced its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,762,162 shares of the company’s stock after selling 9,973 shares during the quarter. Corient Private Wealth LLC owned approximately 1.49% of Dimensional U.S. Targeted Value ETF worth $153,354,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Tradewinds Capital Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $28,000. Aspect Partners LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 151.9% in the 4th quarter. Aspect Partners LLC now owns 519 shares of the company’s stock valued at $29,000 after purchasing an additional 313 shares during the last quarter. SYM FINANCIAL Corp bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $30,000. Truvestments Capital LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $40,000. Finally, Legacy Investment Solutions LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $46,000.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $51.68 on Friday. The firm’s fifty day moving average is $55.68 and its 200-day moving average is $56.20. Dimensional U.S. Targeted Value ETF has a 52 week low of $50.16 and a 52 week high of $61.75. The firm has a market cap of $10.11 billion, a P/E ratio of 13.23 and a beta of 1.05.

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.