Total Wealth Planning LLC Trims Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Total Wealth Planning LLC decreased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.6% during the 1st quarter, HoldingsChannel.com reports. The institutional investor 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 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the company. Global Trust Asset Management LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 2.0% during the first quarter. Global Trust Asset Management LLC now owns 10,382 shares of the company’s stock valued at $565,000 after buying an additional 200 shares during the period. BetterWealth LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.3% during the fourth quarter. BetterWealth LLC now owns 76,414 shares of the company’s stock valued at $3,999,000 after buying an additional 241 shares during the period. EverSource Wealth Advisors LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.5% during the fourth quarter. EverSource Wealth Advisors LLC now owns 54,892 shares of the company’s stock valued at $2,872,000 after buying an additional 266 shares during the period. Lam Group Inc. lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.9% during the first quarter. Lam Group Inc. now owns 32,010 shares of the company’s stock valued at $1,742,000 after buying an additional 301 shares during the period. Finally, Concourse Financial Group Securities Inc. lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 12.1% during the fourth quarter. Concourse Financial Group Securities Inc. now owns 3,775 shares of the company’s stock valued at $198,000 after buying an additional 406 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $51.70 on Wednesday. Dimensional U.S. Targeted Value ETF has a one year low of $42.53 and a one year high of $54.64. The company has a 50 day moving average price of $52.52 and a 200 day moving average price of $52.00. The firm has a market capitalization of $9.57 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.