LJI Wealth Management LLC Lowers Position in Dimensional U.S. Targeted Value ETF $DFAT

LJI Wealth Management LLC trimmed its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 72.5% during the 3rd quarter, Holdings Channel.com reports. The firm owned 16,968 shares of the company’s stock after selling 44,775 shares during the period. LJI Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $988,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Creative Planning grew its position in shares of Dimensional U.S. Targeted Value ETF by 1.1% in the 2nd quarter. Creative Planning now owns 14,095,721 shares of the company’s stock worth $760,605,000 after buying an additional 150,227 shares during the period. Forum Financial Management LP boosted its stake in Dimensional U.S. Targeted Value ETF by 4.3% during the third quarter. Forum Financial Management LP now owns 9,753,142 shares of the company’s stock worth $567,730,000 after acquiring an additional 399,577 shares in the last quarter. Index Fund Advisors Inc. grew its holdings in Dimensional U.S. Targeted Value ETF by 5.7% in the third quarter. Index Fund Advisors Inc. now owns 6,520,506 shares of the company’s stock worth $379,559,000 after purchasing an additional 349,087 shares during the period. Pure Financial Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 7.8% during the third quarter. Pure Financial Advisors LLC now owns 4,959,303 shares of the company’s stock valued at $288,681,000 after purchasing an additional 357,646 shares in the last quarter. Finally, EP Wealth Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 8.4% during the second quarter. EP Wealth Advisors LLC now owns 3,270,120 shares of the company’s stock valued at $176,456,000 after purchasing an additional 253,917 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 0.6%

Shares of DFAT opened at $63.19 on Friday. The stock has a market cap of $12.76 billion, a P/E ratio of 12.39 and a beta of 1.04. The business’s 50 day moving average price is $59.72 and its 200-day moving average price is $58.05. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $63.67.

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.