Mutual Advisors LLC Reduces Stock Position in Dimensional U.S. Targeted Value ETF $DFAT

Mutual Advisors LLC lowered its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.1% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 36,728 shares of the company’s stock after selling 420 shares during the quarter. Mutual Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,059,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Focus Partners Wealth boosted its holdings in Dimensional U.S. Targeted Value ETF by 6.5% during the 1st quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock valued at $668,598,000 after acquiring an additional 797,094 shares during the period. Focus Partners Advisor Solutions LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.0% in the 1st quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock worth $253,093,000 after buying an additional 95,097 shares during the period. Pure Financial Advisors LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 7.8% in the 2nd quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock worth $248,305,000 after buying an additional 331,821 shares during the period. EP Wealth Advisors LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 35.2% in the 1st quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock worth $155,304,000 after buying an additional 784,895 shares during the period. Finally, Asset Dedication LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.9% in the 1st quarter. Asset Dedication LLC now owns 2,305,024 shares of the company’s stock worth $118,686,000 after buying an additional 20,455 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 1.8%

Shares of DFAT stock opened at $56.62 on Friday. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $61.75. The stock has a market capitalization of $11.28 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94. The stock has a fifty day simple moving average of $58.00 and a two-hundred day simple moving average of $54.18.

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.