Joel Isaacson & Co. LLC Trims Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Joel Isaacson & Co. LLC cut its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATGet Rating) by 2.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 455,451 shares of the company’s stock after selling 10,451 shares during the period. Dimensional U.S. Targeted Value ETF comprises 1.5% of Joel Isaacson & Co. LLC’s portfolio, making the stock its 12th largest holding. Joel Isaacson & Co. LLC owned approximately 0.29% of Dimensional U.S. Targeted Value ETF worth $18,318,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Asio Capital LLC bought a new position in Dimensional U.S. Targeted Value ETF during the first quarter valued at $37,000. McClarren Financial Advisors Inc. bought a new position in Dimensional U.S. Targeted Value ETF during the first quarter valued at $47,000. Cornerstone Advisory LLC bought a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at $68,000. Covington Capital Management lifted its position in Dimensional U.S. Targeted Value ETF by 45.7% during the second quarter. Covington Capital Management now owns 1,730 shares of the company’s stock valued at $70,000 after purchasing an additional 543 shares during the last quarter. Finally, Bromfield Sneider Wealth Advisors bought a new position in Dimensional U.S. Targeted Value ETF during the second quarter valued at $95,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock traded down $1.31 during trading on Friday, hitting $39.27. The stock had a trading volume of 9,013 shares, compared to its average volume of 378,710. The firm’s fifty day simple moving average is $43.51 and its 200-day simple moving average is $43.87. Dimensional U.S. Targeted Value ETF has a 12 month low of $38.92 and a 12 month high of $49.67.

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Institutional Ownership by Quarter for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

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