Delap Wealth Advisory LLC Sells 952 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Delap Wealth Advisory LLC lowered its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.0% during the 4th quarter, HoldingsChannel.com reports. The fund owned 45,636 shares of the company’s stock after selling 952 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 1.5% of Delap Wealth Advisory LLC’s portfolio, making the stock its 19th biggest holding. Delap Wealth Advisory LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,540,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in DFAT. Pure Financial Advisors LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 28.9% in the third quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after acquiring an additional 797,607 shares in the last quarter. Elser Financial Planning Inc bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $39,304,000. Financial Harvest LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $22,206,000. Triune Financial Partners LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at $18,067,000. Finally, Helen Stephens Group LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 8,003.4% during the 4th quarter. Helen Stephens Group LLC now owns 317,735 shares of the company’s stock valued at $17,685,000 after buying an additional 313,814 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 2.3 %

Shares of DFAT stock opened at $55.24 on Friday. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.16 and a 12 month high of $61.75. The stock has a market cap of $10.22 billion, a PE ratio of 9.99 and a beta of 1.12. The company’s fifty day moving average price is $56.60 and its 200-day moving average price is $56.27.

Dimensional U.S. Targeted Value ETF 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.