Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Sold by Financial Synergies Wealth Advisors Inc.

Financial Synergies Wealth Advisors Inc. decreased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.0% in the 4th quarter, Holdings Channel.com reports. The fund owned 33,163 shares of the company’s stock after selling 327 shares during the quarter. Financial Synergies Wealth Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,846,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DFAT. AQR Capital Management LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 277.6% during the 2nd quarter. AQR Capital Management LLC now owns 32,412 shares of the company’s stock worth $1,681,000 after purchasing an additional 23,828 shares during the last quarter. Sanctuary Advisors LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the second quarter valued at about $1,585,000. 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. Brookstone Capital Management lifted its holdings 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 worth $227,000 after acquiring an additional 202 shares during the last quarter. Finally, BWM Planning LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $11,125,000.

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

Shares of NYSEARCA DFAT opened at $57.46 on Friday. Dimensional U.S. Targeted Value ETF has a 52-week low of $49.71 and a 52-week high of $61.75. The business’s 50 day moving average is $57.26 and its two-hundred day moving average is $56.14. The firm has a market cap of $10.64 billion, a price-to-earnings 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.