Shira Ridge Wealth Management Cuts Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Shira Ridge Wealth Management decreased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.0% during the first quarter, according to its most recent filing with the SEC. The firm owned 77,419 shares of the company’s stock after selling 1,561 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 2.4% of Shira Ridge Wealth Management’s portfolio, making the stock its 11th largest position. Shira Ridge Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,214,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the business. Signature Resources Capital Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $27,000. Trifecta Capital Advisors LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 281.8% in the 4th quarter. Trifecta Capital Advisors LLC now owns 1,512 shares of the company’s stock worth $79,000 after purchasing an additional 1,116 shares in the last quarter. Jones Financial Companies Lllp boosted its stake in Dimensional U.S. Targeted Value ETF by 49.6% in the 3rd quarter. Jones Financial Companies Lllp now owns 2,145 shares of the company’s stock worth $98,000 after purchasing an additional 711 shares in the last quarter. EdgeRock Capital LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $117,000. Finally, National Bank of Canada FI acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $151,000.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT stock traded up $0.28 during trading on Tuesday, reaching $51.70. The company had a trading volume of 236,576 shares, compared to its average volume of 241,462. The firm has a 50-day simple moving average of $52.53 and a 200-day simple moving average of $52.00. Dimensional U.S. Targeted Value ETF has a twelve month low of $42.53 and a twelve month high of $54.64. The company has a market cap of $9.57 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12.

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.