Lutz Financial Services LLC Has $8.02 Million Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Lutz Financial Services LLC lessened its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 144,092 shares of the company’s stock after selling 1,798 shares during the quarter. Lutz Financial Services LLC owned approximately 0.08% of Dimensional U.S. Targeted Value ETF worth $8,020,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in DFAT. Pure Financial Advisors LLC boosted its holdings in shares of 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 buying an additional 797,607 shares during the last quarter. Elser Financial Planning Inc acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at approximately $39,304,000. Financial Harvest LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at approximately $22,206,000. Triune Financial Partners LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at approximately $18,067,000. Finally, Helen Stephens Group LLC raised its stake in Dimensional U.S. Targeted Value ETF by 8,003.4% in the 4th quarter. Helen Stephens Group LLC now owns 317,735 shares of the company’s stock valued at $17,685,000 after acquiring an additional 313,814 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 2.3 %

DFAT opened at $55.24 on Friday. Dimensional U.S. Targeted Value ETF has a 1-year low of $50.16 and a 1-year high of $61.75. The stock’s fifty day simple moving average is $56.60 and its 200 day simple moving average is $56.27. The stock has a market cap of $10.22 billion, a PE 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.