Simplicity Wealth LLC Decreases Position in Dimensional U.S. Targeted Value ETF $DFAT

Simplicity Wealth LLC trimmed its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 51.9% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 56,905 shares of the company’s stock after selling 61,411 shares during the period. Simplicity Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,312,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 22.3% during the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after acquiring an additional 3,799 shares in the last quarter. Goldman Sachs Group Inc. acquired a new position in Dimensional U.S. Targeted Value ETF during the 1st quarter valued at approximately $1,376,000. Axis Wealth Partners LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 16.9% in the second quarter. Axis Wealth Partners LLC now owns 13,822 shares of the company’s stock worth $746,000 after buying an additional 2,002 shares during the last quarter. Maseco LLP acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth $506,000. Finally, Accurate Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the second quarter valued at $282,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT opened at $64.24 on Thursday. The stock has a 50-day moving average of $60.06 and a two-hundred day moving average of $58.20. The stock has a market cap of $12.97 billion, a P/E ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $64.44.

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.