Angeles Wealth Management LLC Trims Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Angeles Wealth Management LLC decreased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,733 shares of the company’s stock after selling 191 shares during the quarter. Angeles Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $152,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also made changes to their positions in DFAT. Pure Financial Advisors LLC raised its position in Dimensional U.S. Targeted Value ETF by 28.9% in the 3rd quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after purchasing an additional 797,607 shares during the last quarter. Creative Planning boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the second quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after buying an additional 555,638 shares during the period. Elser Financial Planning Inc purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth about $28,634,000. Magnolia Capital Advisors LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth about $26,659,000. Finally, Simplicity Wealth LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $17,452,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.3 %

DFAT opened at $54.96 on Tuesday. The business has a 50 day moving average price of $54.90 and a two-hundred day moving average price of $53.72. Dimensional U.S. Targeted Value ETF has a 52 week low of $43.91 and a 52 week high of $58.09. The company has a market cap of $10.17 billion, a PE ratio of 9.99 and a beta of 1.12.

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.