Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Shira Ridge Wealth Management

Posted by Amy Steele on Sep 18th, 2025

Shira Ridge Wealth Management trimmed its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 1.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 56,771 shares of the company’s stock after selling 821 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 1.4% of Shira Ridge Wealth Management’s portfolio, making the stock its 21st largest position. Shira Ridge Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,063,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the stock. Rossby Financial LCC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the first quarter worth $26,000. EQ Wealth Advisors LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the 1st quarter valued at $28,000. Integrity Financial Corp WA bought a new stake in Dimensional U.S. Targeted Value ETF in the 1st quarter valued at $36,000. Albion Financial Group UT bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 1st quarter worth about $67,000. Finally, Crewe Advisors LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the 1st quarter worth about $78,000.

Dimensional U.S. Targeted Value ETF Trading Down 0.1%

Dimensional U.S. Targeted Value ETF stock opened at $58.69 on Thursday. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $61.75. The company has a market cap of $11.63 billion, a PE ratio of 12.39 and a beta of 0.94. The company’s 50-day moving average is $56.83 and its two-hundred day moving average is $53.32.

Dimensional U.S. Targeted Value ETF Company Profile

(Free Report)

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.