Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) is Andrews Lucia Wealth Management LLC’s 3rd Largest Position

Andrews Lucia Wealth Management LLC reduced its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.1% during the 3rd quarter, Holdings Channel reports. The fund owned 259,769 shares of the company’s stock after selling 301 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 9.5% of Andrews Lucia Wealth Management LLC’s portfolio, making the stock its 3rd biggest position. Andrews Lucia Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $13,474,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Fiduciary Alliance LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $213,000. Henrickson Nauta Wealth Advisors Inc. raised its holdings in Dimensional U.S. Targeted Value ETF by 0.7% in the 3rd quarter. Henrickson Nauta Wealth Advisors Inc. now owns 232,452 shares of the company’s stock valued at $12,931,000 after acquiring an additional 1,615 shares during the last quarter. Rise Advisors LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 7.8% during the 3rd quarter. Rise Advisors LLC now owns 158,925 shares of the company’s stock worth $8,841,000 after purchasing an additional 11,517 shares during the period. City State Bank boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 9.6% during the third quarter. City State Bank now owns 87,659 shares of the company’s stock worth $4,876,000 after purchasing an additional 7,674 shares during the last quarter. Finally, Kings Path Partners LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 4.8% in the third quarter. Kings Path Partners LLC now owns 93,312 shares of the company’s stock valued at $5,191,000 after purchasing an additional 4,297 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Up 0.6 %

Dimensional U.S. Targeted Value ETF stock opened at $55.99 on Tuesday. The stock has a fifty day moving average price of $54.27 and a 200 day moving average price of $53.39. Dimensional U.S. Targeted Value ETF has a 52 week low of $42.53 and a 52 week high of $58.09. The firm has a market capitalization of $10.36 billion, a P/E ratio of 9.99 and a beta of 1.12.

About Dimensional U.S. Targeted Value ETF

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.