Rise Advisors LLC Trims Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Rise Advisors LLC cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.6% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 158,034 shares of the company’s stock after selling 891 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 4.2% of Rise Advisors LLC’s portfolio, making the stock its 6th largest holding. Rise Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $8,796,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of DFAT. Bank of New York Mellon Corp bought a new stake in Dimensional U.S. Targeted Value ETF in the second quarter valued at $862,000. Foundations Investment Advisors LLC bought a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth about $250,000. Strategic Financial Concepts LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 5,575.0% in the second quarter. Strategic Financial Concepts LLC now owns 229,100 shares of the company’s stock valued at $119,000 after purchasing an additional 225,063 shares during the period. Caprock Group LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.6% during the second quarter. Caprock Group LLC now owns 13,405 shares of the company’s stock valued at $695,000 after buying an additional 346 shares during the last quarter. Finally, Liberty Wealth Management LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 164.0% during the second quarter. Liberty Wealth Management LLC now owns 376,171 shares of the company’s stock worth $19,512,000 after buying an additional 233,658 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 0.3 %

DFAT traded down $0.17 during trading hours on Tuesday, hitting $55.69. The company’s stock had a trading volume of 165,845 shares, compared to its average volume of 282,198. The company has a 50-day simple moving average of $57.89 and a 200 day simple moving average of $55.48. The firm has a market capitalization of $10.31 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $49.18 and a fifty-two week high of $61.75.

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.