Atria Wealth Solutions Inc. Has $557,000 Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Atria Wealth Solutions Inc. cut its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 13.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,124 shares of the company’s stock after selling 1,609 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $557,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of DFAT. Brighton Jones LLC lifted its holdings in shares of 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 buying an additional 3,799 shares during the last quarter. Chico Wealth RIA lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 13.1% during the first quarter. Chico Wealth RIA now owns 4,931 shares of the company’s stock worth $254,000 after buying an additional 573 shares during the last quarter. Cambridge Investment Research Advisors Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 2.7% during the first quarter. Cambridge Investment Research Advisors Inc. now owns 251,757 shares of the company’s stock valued at $12,963,000 after purchasing an additional 6,568 shares during the period. Live Oak Private Wealth LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 6.2% in the first quarter. Live Oak Private Wealth LLC now owns 57,751 shares of the company’s stock valued at $2,974,000 after purchasing an additional 3,394 shares in the last quarter. Finally, Verus Wealth Management LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 0.9% in the first quarter. Verus Wealth Management LLC now owns 33,818 shares of the company’s stock valued at $1,741,000 after purchasing an additional 286 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 0.4%

Shares of NYSEARCA DFAT opened at $56.82 on Monday. The business has a fifty day simple moving average of $58.04 and a 200 day simple moving average of $54.27. The firm has a market capitalization of $11.32 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $61.75.

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.