New England Private Wealth Advisors LLC Sells 18,978 Shares of Dimensional U.S. Targeted Value ETF $DFAT

New England Private Wealth Advisors LLC lessened its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 10.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 157,601 shares of the company’s stock after selling 18,978 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 1.1% of New England Private Wealth Advisors LLC’s investment portfolio, making the stock its 29th biggest holding. New England Private Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $9,384,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Focus Partners Wealth raised its stake in shares of Dimensional U.S. Targeted Value ETF by 3.8% during the third quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock valued at $770,880,000 after acquiring an additional 485,231 shares in the last quarter. Forum Financial Management LP raised its stake in shares of Dimensional U.S. Targeted Value ETF by 4.7% during the fourth quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock valued at $607,753,000 after acquiring an additional 454,334 shares in the last quarter. Pure Financial Advisors LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 7.5% during the fourth quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock valued at $317,373,000 after acquiring an additional 371,114 shares in the last quarter. Focus Partners Advisor Solutions LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 21.0% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock valued at $315,254,000 after acquiring an additional 919,456 shares in the last quarter. Finally, Asset Dedication LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 3.5% during the fourth quarter. Asset Dedication LLC now owns 2,600,142 shares of the company’s stock valued at $154,812,000 after acquiring an additional 87,070 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $69.58 on Friday. The company has a 50 day moving average price of $66.35 and a 200-day moving average price of $63.78. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $52.27 and a fifty-two week high of $69.87. The company has a market capitalization of $14.18 billion, a PE ratio of 12.39 and a beta of 0.97.

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.