Vestia Personal Wealth Advisors Has $11.01 Million Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Vestia Personal Wealth Advisors cut its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 197,779 shares of the company’s stock after selling 2,217 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 8.4% of Vestia Personal Wealth Advisors’ holdings, making the stock its biggest holding. Vestia Personal Wealth Advisors owned about 0.11% of Dimensional U.S. Targeted Value ETF worth $11,008,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Forum Financial Management LP raised its position in shares of Dimensional U.S. Targeted Value ETF by 1.8% during the third quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after acquiring an additional 154,338 shares during the last quarter. Pure Financial Advisors LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 12.9% during the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock worth $223,579,000 after acquiring an additional 458,509 shares during the last quarter. Asset Dedication LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 4.2% during the fourth quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock worth $127,159,000 after acquiring an additional 91,246 shares during the last quarter. EP Wealth Advisors LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 18.5% during the third quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock worth $102,841,000 after acquiring an additional 288,340 shares during the last quarter. Finally, Abacus Wealth Partners LLC grew its stake in Dimensional U.S. Targeted Value ETF by 11.1% during the fourth quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock worth $73,588,000 after purchasing an additional 132,428 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA DFAT opened at $57.21 on Wednesday. The business has a 50 day simple moving average of $57.37 and a 200 day simple moving average of $56.12. Dimensional U.S. Targeted Value ETF has a one year low of $49.60 and a one year high of $61.75. The stock has a market capitalization of $10.59 billion, a P/E ratio of 9.99 and a beta of 1.12.

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.