Measured Wealth Private Client Group LLC Decreases Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Measured Wealth Private Client Group LLC lowered its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.4% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 27,008 shares of the company’s stock after selling 383 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 0.5% of Measured Wealth Private Client Group LLC’s investment portfolio, making the stock its 26th biggest holding. Measured Wealth Private Client Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,502,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Pure Financial Advisors LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 33.9% in the second quarter. Pure Financial Advisors LLC now owns 2,760,747 shares of the company’s stock worth $143,200,000 after purchasing an additional 698,381 shares during the last quarter. Creative Planning lifted its holdings in Dimensional U.S. Targeted Value ETF by 4.1% in the 2nd quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after buying an additional 555,638 shares during the period. Elser Financial Planning Inc bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $28,634,000. Magnolia Capital Advisors LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter valued at approximately $26,659,000. Finally, Simplicity Wealth LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter valued at approximately $17,452,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.4 %

Shares of DFAT stock opened at $55.64 on Thursday. The stock has a fifty day moving average of $54.91 and a 200 day moving average of $53.61. The firm has a market capitalization of $10.30 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 52 week low of $42.86 and a 52 week 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.