Wealthstream Advisors Inc. Cuts Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Wealthstream Advisors Inc. reduced its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATGet Rating) by 0.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 89,876 shares of the company’s stock after selling 432 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 3.7% of Wealthstream Advisors Inc.’s holdings, making the stock its 4th biggest holding. Wealthstream Advisors Inc. owned 0.06% of Dimensional U.S. Targeted Value ETF worth $4,186,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the stock. Bank of Montreal Can grew its stake in shares of Dimensional U.S. Targeted Value ETF by 0.7% in the 4th quarter. Bank of Montreal Can now owns 32,837 shares of the company’s stock valued at $1,562,000 after buying an additional 221 shares during the period. Evensky & Katz LLC raised its stake in Dimensional U.S. Targeted Value ETF by 0.3% during the 4th quarter. Evensky & Katz LLC now owns 79,979 shares of the company’s stock worth $3,801,000 after buying an additional 235 shares during the period. Keybank National Association OH boosted its holdings in Dimensional U.S. Targeted Value ETF by 1.7% in the first quarter. Keybank National Association OH now owns 15,237 shares of the company’s stock worth $710,000 after acquiring an additional 251 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in Dimensional U.S. Targeted Value ETF by 1.6% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 17,496 shares of the company’s stock valued at $815,000 after acquiring an additional 283 shares during the period. Finally, Baldrige Asset Management LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.9% during the first quarter. Baldrige Asset Management LLC now owns 15,293 shares of the company’s stock valued at $712,000 after acquiring an additional 289 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT traded down $0.87 during trading on Wednesday, reaching $45.73. 1,011 shares of the stock were exchanged, compared to its average volume of 402,606. The stock has a fifty day moving average of $42.16 and a two-hundred day moving average of $44.36. Dimensional U.S. Targeted Value ETF has a 1-year low of $38.92 and a 1-year high of $49.67.

Further Reading

Institutional Ownership by Quarter for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

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