Total Wealth Planning LLC Decreases Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Total Wealth Planning LLC trimmed its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 88.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 7,381 shares of the company’s stock after selling 54,206 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 0.9% of Total Wealth Planning LLC’s holdings, making the stock its 26th biggest holding. Total Wealth Planning LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $439,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DFAT. Brighton Jones LLC boosted its position in Dimensional U.S. Targeted Value ETF by 22.3% in the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after buying an additional 3,799 shares during the last quarter. Goldman Sachs Group Inc. bought a new position in shares of Dimensional U.S. Targeted Value ETF during the first quarter worth about $1,376,000. NewEdge Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF by 1.4% during the second quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock worth $5,347,000 after acquiring an additional 1,393 shares during the period. Sei Investments Co. acquired a new stake in Dimensional U.S. Targeted Value ETF during the second quarter worth about $703,000. Finally, Main Street Financial Solutions LLC raised its stake in Dimensional U.S. Targeted Value ETF by 1.4% during the second quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock worth $2,264,000 after acquiring an additional 576 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 1.0%

DFAT opened at $69.58 on Friday. The company’s 50-day moving average price is $66.35 and its 200 day moving average price is $63.78. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $52.27 and a fifty-two week high of $69.87. The firm has a market cap of $14.18 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97.

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.