Tobias Financial Advisors Inc. Reduces Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Tobias Financial Advisors Inc. reduced its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,950 shares of the company’s stock after selling 461 shares during the period. Tobias Financial Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,500,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Valmark Advisers Inc. lifted its holdings in Dimensional U.S. Targeted Value ETF by 2.8% in the 4th quarter. Valmark Advisers Inc. now owns 6,855 shares of the company’s stock worth $382,000 after buying an additional 184 shares in the last quarter. Frazier Financial Advisors LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 5.4% during the fourth quarter. Frazier Financial Advisors LLC now owns 3,789 shares of the company’s stock worth $210,000 after acquiring an additional 194 shares during the last quarter. LJI Wealth Management LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. LJI Wealth Management LLC now owns 56,245 shares of the company’s stock worth $3,131,000 after acquiring an additional 242 shares during the last quarter. Claris Advisors LLC MO lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the fourth quarter. Claris Advisors LLC MO now owns 80,881 shares of the company’s stock worth $4,502,000 after acquiring an additional 261 shares in the last quarter. Finally, Grand Wealth Management LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 1.6% in the fourth quarter. Grand Wealth Management LLC now owns 18,278 shares of the company’s stock valued at $1,017,000 after purchasing an additional 281 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 0.7 %

DFAT stock opened at $46.77 on Thursday. The stock’s 50 day moving average is $52.07 and its two-hundred day moving average is $55.36. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $61.75. The company has a market capitalization of $9.22 billion, a PE ratio of 12.09 and a beta of 1.05.

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.