Dimensional U.S. Targeted Value ETF $DFAT Holdings Lowered by Libra Wealth LLC

Libra Wealth LLC trimmed its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.4% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 280,077 shares of the company’s stock after selling 19,099 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 4.9% of Libra Wealth LLC’s holdings, making the stock its 7th biggest holding. Libra Wealth LLC owned approximately 0.14% of Dimensional U.S. Targeted Value ETF worth $17,491,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. Fortitude Family Office LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 14.3% in the fourth quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock worth $4,100,000 after purchasing an additional 8,603 shares during the last quarter. OLIO Financial Planning raised its position in Dimensional U.S. Targeted Value ETF by 7.1% during the 4th quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock valued at $13,479,000 after purchasing an additional 14,980 shares during the last quarter. Disciplined Equity Management Inc. lifted its holdings in Dimensional U.S. Targeted Value ETF by 2.8% in the 4th quarter. Disciplined Equity Management Inc. now owns 417,953 shares of the company’s stock worth $24,885,000 after buying an additional 11,352 shares during the period. Master S Wealth Management Inc. lifted its holdings in Dimensional U.S. Targeted Value ETF by 9.3% in the 4th quarter. Master S Wealth Management Inc. now owns 362,045 shares of the company’s stock worth $21,556,000 after buying an additional 30,810 shares during the period. Finally, Farther Finance Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 55.3% in the 4th quarter. Farther Finance Advisors LLC now owns 226,694 shares of the company’s stock worth $13,497,000 after buying an additional 80,754 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT opened at $69.58 on Monday. Dimensional U.S. Targeted Value ETF has a 52-week low of $52.83 and a 52-week high of $70.43. The stock has a market capitalization of $14.26 billion, a PE ratio of 12.39 and a beta of 0.97. The stock’s 50 day moving average price is $67.65 and its 200-day moving average price is $64.82.

About Dimensional U.S. Targeted Value ETF

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.