Wealthstream Advisors Inc. Trims Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Wealthstream Advisors Inc. cut its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 73,138 shares of the company’s stock after selling 5,337 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 0.8% of Wealthstream Advisors Inc.’s holdings, making the stock its 17th largest position. Wealthstream Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,071,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the company. Forum Financial Management LP lifted its position in Dimensional U.S. Targeted Value ETF by 1.8% during the third quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after buying an additional 154,338 shares during the period. Pure Financial Advisors LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 12.9% during the 4th quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock worth $223,579,000 after acquiring an additional 458,509 shares during the period. Asset Dedication LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.2% during the 4th quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock worth $127,159,000 after acquiring an additional 91,246 shares during the period. EP Wealth Advisors LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 18.5% in the third quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock worth $102,841,000 after acquiring an additional 288,340 shares during the last quarter. Finally, Abacus Wealth Partners LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 11.1% in the fourth quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock valued at $73,588,000 after purchasing an additional 132,428 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Down 2.3 %

NYSEARCA:DFAT opened at $55.24 on Monday. The company has a market cap of $10.22 billion, a P/E ratio of 9.99 and a beta of 1.12. The firm’s 50 day moving average is $56.60 and its two-hundred day moving average is $56.31. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $50.16 and a fifty-two week high of $61.75.

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.