Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Sold by Cherry Tree Wealth Management LLC

Cherry Tree Wealth Management LLC cut its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 99,844 shares of the company’s stock after selling 3,526 shares during the period. Dimensional U.S. Targeted Value ETF makes up approximately 1.4% of Cherry Tree Wealth Management LLC’s holdings, making the stock its 21st biggest position. Cherry Tree Wealth Management LLC owned about 0.05% of Dimensional U.S. Targeted Value ETF worth $5,557,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. Forum Financial Management LP lifted its stake in Dimensional U.S. Targeted Value ETF by 1.8% during the third quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock valued at $488,619,000 after purchasing an additional 154,338 shares during the last quarter. Pure Financial Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 12.9% during the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock valued at $223,579,000 after acquiring an additional 458,509 shares during the period. Asset Dedication LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.2% during the fourth quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock valued at $127,159,000 after acquiring an additional 91,246 shares during the period. EP Wealth Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 18.5% during the third quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock valued at $102,841,000 after acquiring an additional 288,340 shares during the period. Finally, Abacus Wealth Partners LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 11.1% during the fourth quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock valued at $73,588,000 after acquiring an additional 132,428 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT stock opened at $55.24 on Monday. Dimensional U.S. Targeted Value ETF has a 52-week low of $50.16 and a 52-week high of $61.75. The company’s 50 day simple moving average is $56.60 and its 200-day simple moving average is $56.31. The firm has a market capitalization of $10.22 billion, a P/E 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.