Total Wealth Planning LLC Decreases Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Total Wealth Planning LLC decreased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 63,874 shares of the company’s stock after selling 1,773 shares during the quarter. Total Wealth Planning LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,289,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Betterment LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 5.6% in the fourth quarter. Betterment LLC now owns 262,780 shares of the company’s stock valued at $14,626,000 after acquiring an additional 13,827 shares during the period. Dopkins Wealth Management LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 14.3% in the fourth quarter. Dopkins Wealth Management LLC now owns 326,625 shares of the company’s stock valued at $18,180,000 after acquiring an additional 40,982 shares during the period. JPMorgan Chase & Co. increased its position in shares of Dimensional U.S. Targeted Value ETF by 77.7% in the fourth quarter. JPMorgan Chase & Co. now owns 461,497 shares of the company’s stock valued at $25,687,000 after acquiring an additional 201,747 shares during the period. CreativeOne Wealth LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at about $222,000. Finally, Integrated Wealth Concepts LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 6.6% in the fourth quarter. Integrated Wealth Concepts LLC now owns 29,326 shares of the company’s stock valued at $1,632,000 after acquiring an additional 1,826 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 0.4%

DFAT stock opened at $53.48 on Thursday. The firm’s 50-day moving average price is $50.25 and its two-hundred day moving average price is $53.87. Dimensional U.S. Targeted Value ETF has a 12-month low of $44.01 and a 12-month high of $61.75. The stock has a market capitalization of $10.54 billion, a price-to-earnings ratio of 13.37 and a beta of 1.05.

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.