Diversify Advisory Services LLC Trims Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Diversify Advisory Services LLC lessened its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 30.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,231 shares of the company’s stock after selling 4,965 shares during the period. Diversify Advisory Services LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $614,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of the stock. Iron Horse Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at approximately $32,000. Truvestments Capital LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $40,000. Legacy Investment Solutions LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $46,000. Howe & Rusling Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $61,000. Finally, CENTRAL TRUST Co lifted its holdings in Dimensional U.S. Targeted Value ETF by 37.0% during the 3rd quarter. CENTRAL TRUST Co now owns 1,782 shares of the company’s stock worth $99,000 after buying an additional 481 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 1.3 %

Shares of DFAT stock opened at $58.10 on Wednesday. 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 50 day moving average of $57.70 and a two-hundred day moving average of $55.86. The stock has a market capitalization of $10.75 billion, a PE 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.