Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by New England Private Wealth Advisors LLC

New England Private Wealth Advisors LLC lessened its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 10.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 157,601 shares of the company’s stock after selling 18,978 shares during the quarter. New England Private Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $9,384,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Focus Partners Wealth increased its position in Dimensional U.S. Targeted Value ETF by 3.8% during the 3rd quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock worth $770,880,000 after purchasing an additional 485,231 shares in the last quarter. Forum Financial Management LP increased its position in Dimensional U.S. Targeted Value ETF by 4.7% during the 4th quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock worth $607,753,000 after purchasing an additional 454,334 shares in the last quarter. Pure Financial Advisors LLC increased its position in Dimensional U.S. Targeted Value ETF by 7.5% during the 4th quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock worth $317,373,000 after purchasing an additional 371,114 shares in the last quarter. Savant Capital LLC increased its position in Dimensional U.S. Targeted Value ETF by 0.6% during the 3rd quarter. Savant Capital LLC now owns 4,974,930 shares of the company’s stock worth $289,591,000 after purchasing an additional 29,718 shares in the last quarter. Finally, Asset Dedication LLC increased its position in Dimensional U.S. Targeted Value ETF by 3.5% during the 4th quarter. Asset Dedication LLC now owns 2,600,142 shares of the company’s stock worth $154,812,000 after purchasing an additional 87,070 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT opened at $66.95 on Friday. The firm has a 50 day moving average price of $64.52 and a 200 day moving average price of $62.62. The company has a market cap of $13.64 billion, a PE ratio of 12.39 and a beta of 0.99. Dimensional U.S. Targeted Value ETF has a 1 year low of $50.75 and a 1 year high of $67.94.

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.