ShankerValleau Wealth Advisors Inc. decreased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 186,099 shares of the company’s stock after selling 7,770 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 3.3% of ShankerValleau Wealth Advisors Inc.’s holdings, making the stock its 10th biggest holding. ShankerValleau Wealth Advisors Inc. owned 0.10% of Dimensional U.S. Targeted Value ETF worth $10,358,000 at the end of the most recent reporting period.
Other institutional investors also recently bought and sold shares of the company. Iron Horse Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth $32,000. Truvestments Capital LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at about $40,000. Legacy Investment Solutions LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter worth about $46,000. Howe & Rusling Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth about $61,000. Finally, CENTRAL TRUST Co grew its stake in shares of Dimensional U.S. Targeted Value ETF by 37.0% during the 3rd quarter. CENTRAL TRUST Co now owns 1,782 shares of the company’s stock valued at $99,000 after buying an additional 481 shares during the period.
Dimensional U.S. Targeted Value ETF Stock Down 0.2 %
Shares of NYSEARCA DFAT traded down $0.09 during trading on Monday, reaching $55.86. 325,878 shares of the stock were exchanged, compared to its average volume of 323,493. Dimensional U.S. Targeted Value ETF has a twelve month low of $49.18 and a twelve month high of $61.75. The business’s 50-day moving average price is $57.88 and its 200 day moving average price is $55.45. The company has a market capitalization of $10.34 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12.
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.
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