Wedmont Private Capital Trims Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Wedmont Private Capital trimmed its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 39.8% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 9,260 shares of the company’s stock after selling 6,123 shares during the period. Wedmont Private Capital’s holdings in Dimensional U.S. Targeted Value ETF were worth $508,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Great Oak Capital Partners LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 1.8% in the 3rd quarter. Great Oak Capital Partners LLC now owns 1,204,295 shares of the company’s stock valued at $66,489,000 after acquiring an additional 20,943 shares during the period. ShankerValleau Wealth Advisors Inc. raised its stake in shares of Dimensional U.S. Targeted Value ETF by 1.3% in the 3rd quarter. ShankerValleau Wealth Advisors Inc. now owns 193,869 shares of the company’s stock valued at $10,785,000 after acquiring an additional 2,445 shares during the period. Brookstone Capital Management raised its stake in shares of Dimensional U.S. Targeted Value ETF by 5.2% in the 3rd quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock valued at $227,000 after acquiring an additional 202 shares during the period. Dynamic Advisor Solutions LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 13.1% in the 3rd quarter. Dynamic Advisor Solutions LLC now owns 15,301 shares of the company’s stock valued at $851,000 after acquiring an additional 1,772 shares during the period. Finally, Pioneer Wealth Management Group raised its stake in shares of Dimensional U.S. Targeted Value ETF by 7.2% in the 3rd quarter. Pioneer Wealth Management Group now owns 98,106 shares of the company’s stock valued at $5,458,000 after acquiring an additional 6,598 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 1.9 %

Shares of DFAT opened at $55.70 on Friday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $42.53 and a fifty-two week high of $58.09. The firm’s 50 day moving average price is $54.18 and its 200 day moving average price is $53.38. The company has a market cap of $10.31 billion, a P/E ratio of 9.99 and a beta of 1.12.

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.