Castle Wealth Management LLC Sells 200 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Castle Wealth Management LLC trimmed its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 6,284 shares of the company’s stock after selling 200 shares during the quarter. Castle Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $329,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Moneta Group Investment Advisors LLC grew its stake in Dimensional U.S. Targeted Value ETF by 99,437.2% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 9,041,957 shares of the company’s stock valued at $397,394,000 after buying an additional 9,032,873 shares during the last quarter. CI Private Wealth LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $118,450,000. Trust Co of the South acquired a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $100,019,000. Modera Wealth Management LLC grew its stake in Dimensional U.S. Targeted Value ETF by 190.9% in the 3rd quarter. Modera Wealth Management LLC now owns 2,690,524 shares of the company’s stock valued at $122,930,000 after buying an additional 1,765,548 shares during the last quarter. Finally, Forum Financial Management LP grew its stake in Dimensional U.S. Targeted Value ETF by 7.2% in the 3rd quarter. Forum Financial Management LP now owns 8,948,684 shares of the company’s stock valued at $408,865,000 after buying an additional 599,382 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT traded up $0.52 on Friday, reaching $50.85. The company had a trading volume of 210,771 shares, compared to its average volume of 254,363. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $41.16 and a fifty-two week high of $54.64. The stock has a market cap of $9.41 billion, a P/E ratio of 9.58 and a beta of 0.94. The company’s fifty day moving average is $52.13 and its 200 day moving average is $49.52.

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.