Prism Advisors Inc. Sells 21,271 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Prism Advisors Inc. trimmed its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 303,139 shares of the company’s stock after selling 21,271 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 5.1% of Prism Advisors Inc.’s holdings, making the stock its 6th largest position. Prism Advisors Inc. owned approximately 0.15% of Dimensional U.S. Targeted Value ETF worth $18,931,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Steward Partners Investment Advisory LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 26,409 shares of the company’s stock worth $1,572,000 after acquiring an additional 167 shares in the last quarter. OneAscent Family Office LLC lifted its position in Dimensional U.S. Targeted Value ETF by 0.4% in the 4th quarter. OneAscent Family Office LLC now owns 42,836 shares of the company’s stock valued at $2,550,000 after acquiring an additional 170 shares in the last quarter. Cary Street Partners Financial LLC lifted its position in Dimensional U.S. Targeted Value ETF by 1.3% in the 4th quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock valued at $831,000 after acquiring an additional 175 shares in the last quarter. Accurate Wealth Management LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 3.0% during the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock valued at $439,000 after purchasing an additional 202 shares during the last quarter. Finally, Cloud Capital Management LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 4.0% during the 4th quarter. Cloud Capital Management LLC now owns 5,555 shares of the company’s stock valued at $330,000 after purchasing an additional 215 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT opened at $69.90 on Wednesday. The firm has a market capitalization of $14.25 billion, a P/E ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 52 week low of $52.83 and a 52 week high of $70.25. The stock has a 50 day moving average price of $67.46 and a two-hundred day moving average price of $64.64.

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.