Northwest Wealth Management LLC Reduces Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Northwest Wealth Management LLC lessened its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 11.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 103,475 shares of the company’s stock after selling 13,200 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises about 1.0% of Northwest Wealth Management LLC’s holdings, making the stock its 23rd biggest holding. Northwest Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $6,161,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the stock. Caprock Group LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter worth about $1,748,000. Merit Financial Group LLC grew its stake in Dimensional U.S. Targeted Value ETF by 61.9% during the 3rd quarter. Merit Financial Group LLC now owns 40,251 shares of the company’s stock worth $2,343,000 after buying an additional 15,397 shares during the last quarter. Discipline Wealth Solutions LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the third quarter worth approximately $717,000. HB Wealth Management LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 531.4% in the third quarter. HB Wealth Management LLC now owns 66,579 shares of the company’s stock valued at $3,876,000 after buying an additional 56,034 shares during the last quarter. Finally, Bedel Financial Consulting Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 20.3% in the third quarter. Bedel Financial Consulting Inc. now owns 60,415 shares of the company’s stock valued at $3,517,000 after acquiring an additional 10,180 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $61.54 on Monday. The stock has a market capitalization of $12.57 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. The firm’s fifty day simple moving average is $63.94 and its 200-day simple moving average is $60.67. Dimensional U.S. Targeted Value ETF has a 12 month low of $44.01 and a 12 month high of $67.46.

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.