Discipline Wealth Solutions LLC Has $251,000 Stake in Dimensional U.S. Targeted Value ETF $DFAT

Discipline Wealth Solutions LLC trimmed its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 65.7% during the fourth quarter, Holdings Channel reports. The fund owned 4,220 shares of the company’s stock after selling 8,094 shares during the quarter. Discipline Wealth Solutions LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $251,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the stock. Focus Partners Wealth raised its stake in shares of Dimensional U.S. Targeted Value ETF by 3.8% in the 3rd quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock valued at $770,880,000 after acquiring an additional 485,231 shares in the last quarter. Forum Financial Management LP raised its stake in shares of Dimensional U.S. Targeted Value ETF by 4.3% in the 3rd quarter. Forum Financial Management LP now owns 9,753,142 shares of the company’s stock valued at $567,730,000 after acquiring an additional 399,577 shares in the last quarter. Index Fund Advisors Inc. raised its stake in shares of Dimensional U.S. Targeted Value ETF by 5.7% in the 3rd quarter. Index Fund Advisors Inc. now owns 6,520,506 shares of the company’s stock valued at $379,559,000 after acquiring an additional 349,087 shares in the last quarter. Savant Capital LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the 3rd quarter. Savant Capital LLC now owns 4,974,930 shares of the company’s stock valued at $289,591,000 after acquiring an additional 29,718 shares in the last quarter. Finally, Pure Financial Advisors LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 7.8% in the 3rd quarter. Pure Financial Advisors LLC now owns 4,959,303 shares of the company’s stock valued at $288,681,000 after acquiring an additional 357,646 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $64.76 on Thursday. The stock’s 50 day simple moving average is $63.92 and its 200 day simple moving average is $61.10. Dimensional U.S. Targeted Value ETF has a twelve month low of $46.01 and a twelve month high of $67.46. The company has a market capitalization of $13.16 billion, a price-to-earnings ratio of 12.39 and a beta of 1.01.

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.