Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Sold by Watershed Private Wealth LLC

Watershed Private Wealth LLC lowered its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 104,773 shares of the company’s stock after selling 333 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 2.3% of Watershed Private Wealth LLC’s investment portfolio, making the stock its 13th biggest holding. Watershed Private Wealth LLC owned about 0.06% of Dimensional U.S. Targeted Value ETF worth $5,832,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Iron Horse Wealth Management LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $32,000. Truvestments Capital LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $40,000. Legacy Investment Solutions LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $46,000. Howe & Rusling Inc. bought a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $61,000. Finally, Harel Insurance Investments & Financial Services Ltd. increased its position in Dimensional U.S. Targeted Value ETF by 95.3% in the 4th quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,660 shares of the company’s stock valued at $92,000 after acquiring an additional 810 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $57.60 on Wednesday. Dimensional U.S. Targeted Value ETF has a 1-year low of $49.60 and a 1-year high of $61.75. The company has a market capitalization of $10.66 billion, a P/E ratio of 9.99 and a beta of 1.12. The business’s fifty day moving average price is $57.63 and its two-hundred day moving average price is $56.05.

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.