Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Sold by Lakeshore Financial Planning Inc.

Lakeshore Financial Planning Inc. decreased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.7% during the 3rd quarter, Holdings Channel reports. The firm owned 280,282 shares of the company’s stock after selling 4,979 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 6.9% of Lakeshore Financial Planning Inc.’s investment portfolio, making the stock its 7th biggest position. Lakeshore Financial Planning Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $15,592,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Thurston Springer Miller Herd & Titak Inc. bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth approximately $28,000. Bbjs Financial Advisors LLC bought a new position in Dimensional U.S. Targeted Value ETF during the second quarter worth $30,000. Iron Horse Wealth Management LLC bought a new position in Dimensional U.S. Targeted Value ETF during the third quarter worth $32,000. WealthShield Partners LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 134.2% in the second quarter. WealthShield Partners LLC now owns 712 shares of the company’s stock valued at $37,000 after purchasing an additional 408 shares during the last quarter. Finally, Innealta Capital LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth about $46,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $59.11 on Friday. Dimensional U.S. Targeted Value ETF has a 52 week low of $43.91 and a 52 week high of $59.81. The company has a market capitalization of $10.94 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The company has a 50-day simple moving average of $55.08 and a 200 day simple moving average of $53.83.

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.