Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Position Cut by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC lowered its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.4% during the 4th quarter, Holdings Channel reports. The fund owned 354,130 shares of the company’s stock after selling 1,279 shares during the period. Exencial Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $19,711,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in the business. Forum Financial Management LP increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.8% during the third quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock valued at $488,619,000 after purchasing an additional 154,338 shares during the period. Pure Financial Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 12.9% during the 4th quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock valued at $223,579,000 after buying an additional 458,509 shares during the period. Asset Dedication LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 4.2% during the 4th quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock worth $127,159,000 after buying an additional 91,246 shares in the last quarter. EP Wealth Advisors LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 18.5% in the 3rd quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock worth $102,841,000 after acquiring an additional 288,340 shares during the period. Finally, Abacus Wealth Partners LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 11.1% in the fourth quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock valued at $73,588,000 after acquiring an additional 132,428 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA DFAT opened at $53.39 on Tuesday. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.16 and a 12 month high of $61.75. The firm has a market capitalization of $10.44 billion, a PE ratio of 13.23 and a beta of 1.05. The company’s 50 day simple moving average is $56.40 and its 200 day simple moving average is $56.39.

Dimensional U.S. Targeted Value ETF Company 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.