Measured Wealth Private Client Group LLC Cuts Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Measured Wealth Private Client Group LLC lessened 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 filing with the Securities & Exchange Commission. The institutional investor owned 27,008 shares of the company’s stock after selling 383 shares during the period. Dimensional U.S. Targeted Value ETF comprises 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.

A number of other large investors also recently modified their holdings of the company. Pure Financial Advisors LLC increased its stake in 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 valued at $143,200,000 after purchasing an additional 698,381 shares during the last quarter. Creative Planning lifted its position in Dimensional U.S. Targeted Value ETF by 4.1% in the second quarter. Creative Planning now owns 14,250,654 shares of the company’s stock valued at $739,182,000 after acquiring an additional 555,638 shares during the last quarter. Elser Financial Planning Inc acquired a new position in Dimensional U.S. Targeted Value ETF in the second quarter valued at $28,634,000. Magnolia Capital Advisors LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the second quarter valued at $26,659,000. Finally, Simplicity Wealth LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth about $17,452,000.

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

Shares of NYSEARCA DFAT opened at $55.64 on Thursday. The stock has a market cap of $10.30 billion, a P/E ratio of 9.99 and a beta of 1.12. The stock has a 50 day moving average of $54.91 and a two-hundred day moving average of $53.61. Dimensional U.S. Targeted Value ETF has a twelve month low of $42.86 and a twelve month 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.