Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC reduced its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 835,698 shares of the company’s stock after selling 27,341 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 2.7% of Sax Wealth Advisors LLC’s holdings, making the stock its 6th biggest position. Sax Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $45,094,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently modified their holdings of the stock. Silver Oak Securities Incorporated raised its position in shares of Dimensional U.S. Targeted Value ETF by 1.8% during the 2nd quarter. Silver Oak Securities Incorporated now owns 14,973 shares of the company’s stock worth $808,000 after purchasing an additional 258 shares during the last quarter. Verus Wealth Management LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.9% during the 1st quarter. Verus Wealth Management LLC now owns 33,818 shares of the company’s stock worth $1,741,000 after purchasing an additional 286 shares during the last quarter. LongView Wealth Management raised its holdings in Dimensional U.S. Targeted Value ETF by 2.4% in the 2nd quarter. LongView Wealth Management now owns 12,900 shares of the company’s stock valued at $696,000 after acquiring an additional 300 shares during the last quarter. Mutual Advisors LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 0.8% in the 1st quarter. Mutual Advisors LLC now owns 37,148 shares of the company’s stock valued at $1,822,000 after acquiring an additional 313 shares during the last quarter. Finally, Sigma Planning Corp raised its holdings in Dimensional U.S. Targeted Value ETF by 0.9% in the 1st quarter. Sigma Planning Corp now owns 38,068 shares of the company’s stock valued at $1,960,000 after acquiring an additional 349 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT opened at $58.03 on Wednesday. The stock has a fifty day moving average of $57.59 and a two-hundred day moving average of $53.96. The company has a market capitalization of $11.55 billion, a PE ratio of 12.39 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week high of $61.75.

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.