Andrews Lucia Wealth Management LLC Has $14.43 Million Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Andrews Lucia Wealth Management LLC lessened its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 259,327 shares of the company’s stock after selling 442 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 9.7% of Andrews Lucia Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Andrews Lucia Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $14,426,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Bank of New York Mellon Corp bought a new position in Dimensional U.S. Targeted Value ETF in the second quarter worth approximately $862,000. Renaissance Technologies LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth $695,000. AE Wealth Management LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 6.6% in the 2nd quarter. AE Wealth Management LLC now owns 292,074 shares of the company’s stock worth $15,150,000 after purchasing an additional 18,190 shares during the period. Summit Trail Advisors LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the second quarter valued at $724,000. Finally, Arista Wealth Management LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 86.6% during the second quarter. Arista Wealth Management LLC now owns 9,636 shares of the company’s stock valued at $500,000 after purchasing an additional 4,473 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 0.4 %

NYSEARCA DFAT opened at $57.37 on Friday. Dimensional U.S. Targeted Value ETF has a 52 week low of $49.34 and a 52 week high of $61.75. The company has a market capitalization of $10.62 billion, a P/E ratio of 9.99 and a beta of 1.12. The stock’s 50-day moving average price is $57.78 and its 200-day moving average price is $55.71.

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.