True Wealth Design LLC Reduces Stake in Dimensional U.S. Targeted Value ETF $DFAT

True Wealth Design LLC lessened its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 13.3% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 45,889 shares of the company’s stock after selling 7,030 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 0.9% of True Wealth Design LLC’s investment portfolio, making the stock its 14th biggest holding. True Wealth Design LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,476,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Focus Partners Wealth boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 6.5% in the 1st quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock valued at $668,598,000 after buying an additional 797,094 shares in the last quarter. Forum Financial Management LP boosted its stake in Dimensional U.S. Targeted Value ETF by 5.4% in the second quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock valued at $504,718,000 after acquiring an additional 476,529 shares in the last quarter. Focus Partners Advisor Solutions LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.0% during the first quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock worth $253,093,000 after purchasing an additional 95,097 shares during the last quarter. Pure Financial Advisors LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 7.8% during the second quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock worth $248,305,000 after purchasing an additional 331,821 shares in the last quarter. Finally, EP Wealth Advisors LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 35.2% during the first quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock worth $155,304,000 after purchasing an additional 784,895 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $57.02 on Friday. The company has a market capitalization of $11.38 billion, a P/E ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week high of $61.75. The stock has a 50-day simple moving average of $58.06 and a 200-day simple moving average of $55.32.

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.