Dimensional U.S. Targeted Value ETF $DFAT is Libra Wealth LLC’s 7th Largest Position

Libra Wealth LLC decreased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.4% during the first quarter, HoldingsChannel reports. The firm owned 280,077 shares of the company’s stock after selling 19,099 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 4.9% of Libra Wealth LLC’s holdings, making the stock its 7th biggest position. Libra Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $17,491,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Planning Center Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 1.4% in the first quarter. Planning Center Inc. now owns 467,598 shares of the company’s stock worth $29,202,000 after buying an additional 6,460 shares in the last quarter. Beacon Financial Advisory LLC boosted its position in Dimensional U.S. Targeted Value ETF by 26.0% during the 1st quarter. Beacon Financial Advisory LLC now owns 15,001 shares of the company’s stock valued at $937,000 after acquiring an additional 3,098 shares in the last quarter. BIP Wealth LLC boosted its position in Dimensional U.S. Targeted Value ETF by 8.2% during the 1st quarter. BIP Wealth LLC now owns 26,382 shares of the company’s stock valued at $1,648,000 after acquiring an additional 1,995 shares in the last quarter. World Investment Advisors purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $286,000. Finally, Canal Capital Management LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $207,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA:DFAT opened at $69.58 on Monday. The firm has a market capitalization of $14.26 billion, a P/E ratio of 12.39 and a beta of 0.97. The stock has a 50 day moving average price of $67.65 and a 200-day moving average price of $64.82. Dimensional U.S. Targeted Value ETF has a 52-week low of $52.83 and a 52-week high of $70.43.

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.