Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC decreased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.2% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 711,697 shares of the company’s stock after selling 63,685 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 1.3% of Sax Wealth Advisors LLC’s investment portfolio, making the stock its 14th biggest holding. Sax Wealth Advisors LLC owned about 0.35% of Dimensional U.S. Targeted Value ETF worth $47,285,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Professional Financial Solutions LLC ADV acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $13,716,000. Stevens Capital Partners bought a new stake in Dimensional U.S. Targeted Value ETF during the first quarter valued at about $490,000. Henrickson Nauta Wealth Advisors Inc. grew its holdings in Dimensional U.S. Targeted Value ETF by 2.9% in the 2nd quarter. Henrickson Nauta Wealth Advisors Inc. now owns 384,676 shares of the company’s stock valued at $26,889,000 after buying an additional 10,718 shares during the last quarter. Nalls Sherbakoff Group LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at about $466,000. Finally, Total Clarity Wealth Management Inc. bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 1st quarter worth approximately $4,513,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.2%

DFAT traded up $0.11 during midday trading on Tuesday, reaching $67.53. 149,760 shares of the company’s stock were exchanged, compared to its average volume of 337,093. The business has a 50-day simple moving average of $70.07 and a two-hundred day simple moving average of $68.36. Dimensional U.S. Targeted Value ETF has a one year low of $55.12 and a one year high of $72.81. The firm has a market capitalization of $13.90 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99.

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.