Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.2% in the 3rd quarter, Holdings Channel.com reports. The firm owned 711,697 shares of the company’s stock after selling 63,685 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 1.3% of Sax Wealth Advisors LLC’s holdings, making the stock its 14th largest holding. Sax Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $47,285,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of DFAT. 3 Factor Indexing LLC lifted its position in Dimensional U.S. Targeted Value ETF by 0.5% during the 2nd quarter. 3 Factor Indexing LLC now owns 38,183 shares of the company’s stock worth $2,669,000 after buying an additional 190 shares in the last quarter. Montag A & Associates Inc. lifted its position in Dimensional U.S. Targeted Value ETF by 1.1% during the first quarter. Montag A & Associates Inc. now owns 25,353 shares of the company’s stock worth $1,583,000 after acquiring an additional 270 shares during the last quarter. Parallel Advisors LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 49.9% in the 1st quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock valued at $51,000 after purchasing an additional 270 shares during the period. Brookstone Capital Management raised its stake in Dimensional U.S. Targeted Value ETF by 7.6% in the 1st quarter. Brookstone Capital Management now owns 3,949 shares of the company’s stock worth $247,000 after purchasing an additional 279 shares in the last quarter. Finally, Janney Montgomery Scott LLC grew its position in Dimensional U.S. Targeted Value ETF by 2.5% during the first quarter. Janney Montgomery Scott LLC now owns 12,126 shares of the company’s stock worth $757,000 after buying an additional 293 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 0.2%

DFAT stock traded up $0.11 during mid-day trading on Tuesday, hitting $67.53. The stock had a trading volume of 149,760 shares, compared to its average volume of 337,093. Dimensional U.S. Targeted Value ETF has a 52 week low of $55.12 and a 52 week high of $72.81. The firm has a market capitalization of $13.90 billion, a P/E ratio of 12.39 and a beta of 0.99. The firm has a fifty day simple moving average of $70.07 and a 200 day simple moving average of $68.36.

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.