Dimensional U.S. Targeted Value ETF $DFAT Stock: Lauterbach Financial Advisors LLC Trims Position

Lauterbach Financial Advisors LLC decreased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 381,992 shares of the company’s stock after selling 8,423 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises about 10.7% of Lauterbach Financial Advisors LLC’s holdings, making the stock its 2nd largest position. Lauterbach Financial Advisors LLC owned 0.18% of Dimensional U.S. Targeted Value ETF worth $25,380,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Ironwood Financial llc purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at about $238,000. Sensible Money LLC lifted its position in Dimensional U.S. Targeted Value ETF by 5.0% during the 3rd quarter. Sensible Money LLC now owns 1,145,671 shares of the company’s stock worth $76,118,000 after acquiring an additional 54,272 shares in the last quarter. Lee Financial Co purchased a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $475,000. AlphaStar Capital Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $334,000. Finally, McKinley Carter Wealth Services Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $10,228,000.

Dimensional U.S. Targeted Value ETF Stock Up 1.2%

DFAT opened at $68.49 on Wednesday. The firm has a market capitalization of $14.31 billion, a P/E ratio of 12.39 and a beta of 0.99. The firm’s 50 day moving average is $69.57 and its 200-day moving average is $68.60. Dimensional U.S. Targeted Value ETF has a 52-week low of $55.12 and a 52-week high of $72.81.

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.