Dimensional U.S. Targeted Value ETF $DFAT Stock Position Lowered by Libra Wealth LLC

Libra Wealth LLC trimmed its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 300,291 shares of the company’s stock after selling 11,695 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 5.2% of Libra Wealth LLC’s holdings, making the stock its 6th largest holding. Libra Wealth LLC owned approximately 0.15% of Dimensional U.S. Targeted Value ETF worth $17,480,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DFAT. TFO Wealth Partners LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 6.6% in the 2nd quarter. TFO Wealth Partners LLC now owns 382,974 shares of the company’s stock valued at $20,665,000 after acquiring an additional 23,648 shares during the period. Merit Financial Group LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 61.9% during the 3rd quarter. Merit Financial Group LLC now owns 40,251 shares of the company’s stock worth $2,343,000 after purchasing an additional 15,397 shares during the period. Discipline Wealth Solutions LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at approximately $717,000. HB Wealth Management LLC raised its position in Dimensional U.S. Targeted Value ETF by 531.4% in the third quarter. HB Wealth Management LLC now owns 66,579 shares of the company’s stock valued at $3,876,000 after purchasing an additional 56,034 shares during the period. Finally, Index Fund Advisors Inc. raised its position in Dimensional U.S. Targeted Value ETF by 5.7% in the third quarter. Index Fund Advisors Inc. now owns 6,520,506 shares of the company’s stock valued at $379,559,000 after purchasing an additional 349,087 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 0.8%

DFAT opened at $66.28 on Friday. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $67.46. The business has a fifty day simple moving average of $62.45 and a 200-day simple moving average of $59.25. The firm has a market cap of $13.54 billion, a P/E ratio of 12.39 and a beta of 1.04.

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.