Dimensional U.S. Targeted Value ETF $DFAT Stock Position Trimmed by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC trimmed its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.7% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 788,013 shares of the company’s stock after selling 47,685 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 2.5% of Sax Wealth Advisors LLC’s investment portfolio, making the stock its 6th largest position. Sax Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $45,870,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Trust Co. of Toledo NA OH bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth about $27,000. Hantz Financial Services Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth about $53,000. Ameritas Advisory Services LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the second quarter worth about $69,000. Retirement Wealth Solutions LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the third quarter worth about $72,000. Finally, Huntington National Bank purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter valued at approximately $81,000.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT opened at $60.15 on Wednesday. The stock’s 50 day moving average price is $58.58 and its 200-day moving average price is $57.33. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $61.77. The stock has a market cap of $12.00 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04.

Dimensional U.S. Targeted Value ETF Company 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.