Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Zhang Financial LLC

Zhang Financial LLC lowered its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATFree Report) by 11.8% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 116,225 shares of the company’s stock after selling 15,570 shares during the period. Zhang Financial LLC owned 0.06% of Dimensional U.S. Targeted Value ETF worth $7,258,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in DFAT. Focus Partners Wealth raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the fourth quarter. Focus Partners Wealth now owns 13,284,203 shares of the company’s stock valued at $790,941,000 after buying an additional 40,703 shares during the last quarter. Forum Financial Management LP lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the first quarter. Forum Financial Management LP now owns 10,349,578 shares of the company’s stock worth $646,331,000 after buying an additional 142,102 shares in the last quarter. Pure Financial Advisors LLC boosted its position in Dimensional U.S. Targeted Value ETF by 7.5% during the fourth quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock worth $317,373,000 after acquiring an additional 371,114 shares during the last quarter. Focus Partners Advisor Solutions LLC boosted its position in Dimensional U.S. Targeted Value ETF by 21.0% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock worth $315,254,000 after acquiring an additional 919,456 shares during the last quarter. Finally, EP Wealth Advisors LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $249,084,000.

Dimensional U.S. Targeted Value ETF Trading Down 0.8%

Shares of NYSEARCA DFAT opened at $70.61 on Friday. The stock has a market cap of $14.45 billion, a PE ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 12-month low of $52.83 and a 12-month high of $71.39. The company has a 50-day moving average of $68.23 and a 200 day moving average of $65.44.

About Dimensional U.S. Targeted Value ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

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