Monument Group Wealth Advisors LLC Sells 551 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Monument Group Wealth Advisors LLC lowered its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 9,030 shares of the company’s stock after selling 551 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 0.3% of Monument Group Wealth Advisors LLC’s investment portfolio, making the stock its 23rd biggest holding. Monument Group Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $468,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of DFAT. International Assets Investment Management LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at $2,265,000. National Bank of Canada FI bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $151,000. Rollins Financial grew its stake in shares of Dimensional U.S. Targeted Value ETF by 14.3% in the 4th quarter. Rollins Financial now owns 18,829 shares of the company’s stock valued at $985,000 after buying an additional 2,352 shares during the period. Private Advisor Group LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 2.8% in the 4th quarter. Private Advisor Group LLC now owns 47,817 shares of the company’s stock valued at $2,502,000 after buying an additional 1,300 shares during the period. Finally, Concourse Financial Group Securities Inc. grew its stake in shares of Dimensional U.S. Targeted Value ETF by 12.1% in the 4th 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 Price Performance

Shares of DFAT traded down $0.94 during trading hours on Friday, hitting $52.75. The stock had a trading volume of 160,348 shares, compared to its average volume of 240,972. The firm has a 50 day simple moving average of $53.96 and a 200-day simple moving average of $52.93. The firm has a market capitalization of $9.76 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 $42.53 and a 1-year high of $58.09.

Dimensional U.S. Targeted Value ETF 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.