Diversified Portfolios Inc. Trims Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Diversified Portfolios Inc. trimmed its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.5% during the 4th quarter, HoldingsChannel reports. The firm owned 73,240 shares of the company’s stock after selling 1,105 shares during the period. Diversified Portfolios Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,077,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in the company. Fortress Wealth Management Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.5% in the third quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock worth $2,009,000 after buying an additional 193 shares during the last quarter. Clear Creek Financial Management LLC raised its position in Dimensional U.S. Targeted Value ETF by 2.0% in the third quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock worth $561,000 after acquiring an additional 200 shares during the period. Brookstone Capital Management boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 5.2% during the 3rd quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock worth $227,000 after acquiring an additional 202 shares during the last quarter. Foundations Investment Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 4.3% during the 3rd quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock valued at $280,000 after acquiring an additional 209 shares during the period. Finally, tru Independence LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 5.1% in the 3rd quarter. tru Independence LLC now owns 4,494 shares of the company’s stock worth $250,000 after purchasing an additional 217 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT opened at $57.28 on Wednesday. The business’s fifty day moving average is $57.05 and its 200 day moving average is $56.17. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $49.73 and a fifty-two week high of $61.75. The company has a market capitalization of $10.60 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.