Chicago Partners Investment Group LLC Lowers Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Chicago Partners Investment Group LLC cut its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 15.7% during the 4th quarter, Holdings Channel reports. The firm owned 14,517 shares of the company’s stock after selling 2,712 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $807,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Quantum Financial Planning Services Inc. bought a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $2,595,000. Capital Investment Advisory Services LLC grew its stake in Dimensional U.S. Targeted Value ETF by 18.3% in the 4th quarter. Capital Investment Advisory Services LLC now owns 3,246 shares of the company’s stock valued at $181,000 after purchasing an additional 503 shares during the period. Kaufman Rossin Wealth LLC bought a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $599,000. Strategic Blueprint LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 48.7% during the 4th quarter. Strategic Blueprint LLC now owns 11,753 shares of the company’s stock valued at $654,000 after purchasing an additional 3,849 shares during the last quarter. Finally, Parkwoods Wealth Partners LLC grew its position in Dimensional U.S. Targeted Value ETF by 3.3% during the fourth quarter. Parkwoods Wealth Partners LLC now owns 585,752 shares of the company’s stock valued at $32,603,000 after buying an additional 18,846 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT opened at $57.34 on Monday. The company has a market capitalization of $10.61 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 52-week low of $49.60 and a 52-week high of $61.75. The company has a 50-day simple moving average of $57.53 and a 200 day simple moving average of $56.09.

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.