Guardian Wealth Management LLC Sells 16,454 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Guardian Wealth Management LLC lowered its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 336,045 shares of the company’s stock after selling 16,454 shares during the period. Dimensional U.S. Targeted Value ETF makes up approximately 6.3% of Guardian Wealth Management LLC’s holdings, making the stock its 7th biggest position. Guardian Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $22,327,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Forum Financial Management LP raised its holdings in Dimensional U.S. Targeted Value ETF by 1.4% in the 1st quarter. Forum Financial Management LP now owns 10,349,578 shares of the company’s stock worth $646,331,000 after acquiring an additional 142,102 shares during the period. Corient Private Wealth LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 208.5% in the fourth quarter. Corient Private Wealth LLC now owns 2,724,033 shares of the company’s stock valued at $162,189,000 after purchasing an additional 1,841,154 shares during the last quarter. Apella Capital LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 29.3% in the first quarter. Apella Capital LLC now owns 2,132,827 shares of the company’s stock valued at $141,257,000 after purchasing an additional 483,687 shares during the last quarter. Bank of America Corp DE grew its position in shares of Dimensional U.S. Targeted Value ETF by 17.3% in the first quarter. Bank of America Corp DE now owns 1,531,232 shares of the company’s stock valued at $95,625,000 after purchasing an additional 225,621 shares during the last quarter. Finally, Earned Wealth Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 2.6% in the first quarter. Earned Wealth Advisors LLC now owns 1,495,511 shares of the company’s stock worth $93,395,000 after purchasing an additional 37,651 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT traded down $0.87 during trading hours on Wednesday, hitting $66.89. 82,262 shares of the company’s stock were exchanged, compared to its average volume of 336,724. Dimensional U.S. Targeted Value ETF has a 1-year low of $55.12 and a 1-year high of $72.81. The stock has a market capitalization of $13.77 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99. The company’s 50-day moving average price is $69.98 and its 200-day moving average price is $68.39.

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.