Andrews Lucia Wealth Management LLC Has $14.43 Million Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Andrews Lucia Wealth Management LLC trimmed its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 259,327 shares of the company’s stock after selling 442 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 9.7% of Andrews Lucia Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Andrews Lucia Wealth Management LLC owned approximately 0.14% of Dimensional U.S. Targeted Value ETF worth $14,426,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of the stock. Bank of New York Mellon Corp bought a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter valued at about $862,000. Renaissance Technologies LLC bought a new position in Dimensional U.S. Targeted Value ETF during the 2nd quarter valued at approximately $695,000. AE Wealth Management LLC raised its position in Dimensional U.S. Targeted Value ETF by 6.6% during the 2nd quarter. AE Wealth Management LLC now owns 292,074 shares of the company’s stock valued at $15,150,000 after purchasing an additional 18,190 shares during the last quarter. Summit Trail Advisors LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $724,000. Finally, Arista Wealth Management LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 86.6% in the 2nd quarter. Arista Wealth Management LLC now owns 9,636 shares of the company’s stock worth $500,000 after buying an additional 4,473 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.4 %

Shares of Dimensional U.S. Targeted Value ETF stock opened at $57.37 on Friday. The business has a 50 day moving average of $57.78 and a 200 day moving average of $55.71. Dimensional U.S. Targeted Value ETF has a 52 week low of $49.34 and a 52 week high of $61.75. The company has a market cap of $10.62 billion, a PE ratio of 9.99 and a beta of 1.12.

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.