Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Shira Ridge Wealth Management

Shira Ridge Wealth Management decreased its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 76.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 13,471 shares of the company’s stock after selling 43,232 shares during the quarter. Shira Ridge Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $802,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. CoreFirst Bank & Trust bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth $26,000. CIBC Private Wealth Group LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 59.0% during the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after purchasing an additional 243 shares during the period. IAG Wealth Partners LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 350.8% during the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after purchasing an additional 663 shares during the period. McIlrath & Eck LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 70.7% during the third quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock valued at $71,000 after purchasing an additional 507 shares during the last quarter. Finally, Retirement Wealth Solutions LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter valued at $72,000.

Dimensional U.S. Targeted Value ETF Stock Up 1.0%

NYSEARCA:DFAT opened at $62.19 on Wednesday. The stock has a fifty day simple moving average of $64.00 and a 200 day simple moving average of $60.60. The firm has a market capitalization of $12.71 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $67.46.

About Dimensional U.S. Targeted Value ETF

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.