Andrews Lucia Wealth Management LLC Has $14.62 Million Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Andrews Lucia Wealth Management LLC lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.3% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 262,612 shares of the company’s stock after purchasing an additional 3,285 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 9.8% of Andrews Lucia Wealth Management LLC’s investment portfolio, making the stock its 3rd largest holding. Andrews Lucia Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $14,617,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the stock. Brighton Jones LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 22.3% during the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after purchasing an additional 3,799 shares during the last quarter. Truist Financial Corp lifted its stake in Dimensional U.S. Targeted Value ETF by 2.4% during the fourth quarter. Truist Financial Corp now owns 290,716 shares of the company’s stock worth $16,181,000 after purchasing an additional 6,768 shares during the last quarter. D.A. Davidson & CO. lifted its stake in Dimensional U.S. Targeted Value ETF by 1.1% during the fourth quarter. D.A. Davidson & CO. now owns 122,401 shares of the company’s stock worth $6,813,000 after purchasing an additional 1,386 shares during the last quarter. Atria Wealth Solutions Inc. lifted its stake in Dimensional U.S. Targeted Value ETF by 29.8% during the fourth quarter. Atria Wealth Solutions Inc. now owns 16,333 shares of the company’s stock worth $909,000 after purchasing an additional 3,745 shares during the last quarter. Finally, CogentBlue Wealth Advisors LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter worth $5,376,000.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA DFAT opened at $52.71 on Friday. The business has a fifty day moving average price of $51.01 and a two-hundred day moving average price of $53.55. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week high of $61.75. The stock has a market capitalization of $10.39 billion, a PE ratio of 13.37 and a beta of 1.05.

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.