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

Monument Group Wealth Advisors LLC cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,030 shares of the company’s stock after selling 551 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 0.3% of Monument Group Wealth Advisors LLC’s portfolio, making the stock its 23rd largest holding. Monument Group Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $468,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Creative Planning raised its position in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the 4th quarter. Creative Planning now owns 13,638,740 shares of the company’s stock valued at $713,715,000 after purchasing an additional 534,891 shares during the period. Forum Financial Management LP raised its position in shares of Dimensional U.S. Targeted Value ETF by 2.5% during the 4th quarter. Forum Financial Management LP now owns 9,168,412 shares of the company’s stock valued at $479,783,000 after purchasing an additional 219,728 shares during the period. Savant Capital LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the 2nd quarter. Savant Capital LLC now owns 4,846,930 shares of the company’s stock valued at $251,410,000 after purchasing an additional 29,571 shares during the period. Pure Financial Advisors LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 33.9% during the 2nd quarter. Pure Financial Advisors LLC now owns 2,760,747 shares of the company’s stock valued at $143,200,000 after purchasing an additional 698,381 shares during the period. Finally, Corient Private Wealth LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the 4th quarter. Corient Private Wealth LLC now owns 2,748,722 shares of the company’s stock valued at $143,841,000 after purchasing an additional 10,299 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock traded down $0.94 on Friday, hitting $52.75. 160,348 shares of the stock traded hands, compared to its average volume of 240,972. The firm has a market cap of $9.76 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The firm has a 50 day simple moving average of $53.96 and a two-hundred day simple moving average of $52.93. Dimensional U.S. Targeted Value ETF has a 52 week low of $42.53 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.