Trifecta Capital Advisors LLC Lowers Position in Dimensional U.S. Targeted Value ETF $DFAT

Trifecta Capital Advisors LLC lessened its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 26.2% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,116 shares of the company’s stock after selling 396 shares during the quarter. Trifecta Capital Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $60,000 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 DFAT. Brighton Jones LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after purchasing an additional 3,799 shares during the period. InTrack Investment Management Inc purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 1st quarter valued at approximately $360,000. Focus Financial Network Inc. lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 3.2% in the 1st quarter. Focus Financial Network Inc. now owns 12,413 shares of the company’s stock valued at $639,000 after purchasing an additional 388 shares during the period. McKinley Carter Wealth Services Inc. lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 4.3% in the 1st quarter. McKinley Carter Wealth Services Inc. now owns 166,778 shares of the company’s stock valued at $8,587,000 after purchasing an additional 6,951 shares during the period. Finally, Fortitude Family Office LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 22.5% in the 1st quarter. Fortitude Family Office LLC now owns 80,264 shares of the company’s stock valued at $4,133,000 after purchasing an additional 14,767 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Up 0.6%

Dimensional U.S. Targeted Value ETF stock opened at $58.38 on Thursday. The business’s fifty day simple moving average is $57.66 and its two-hundred day simple moving average is $53.99. The company has a market capitalization of $11.62 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a 12 month low of $44.01 and a 12 month high of $61.75.

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.