Shira Ridge Wealth Management Reduces Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Shira Ridge Wealth Management reduced its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 76.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,471 shares of the company’s stock after selling 43,232 shares during the period. Shira Ridge Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $802,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after acquiring an additional 3,799 shares during the last quarter. Goldman Sachs Group Inc. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the first quarter valued at $1,376,000. JPMorgan Chase & Co. increased its position in Dimensional U.S. Targeted Value ETF by 5.7% during the 2nd quarter. JPMorgan Chase & Co. now owns 536,252 shares of the company’s stock worth $28,936,000 after purchasing an additional 29,153 shares in the last quarter. AlphaCore Capital LLC increased its position in Dimensional U.S. Targeted Value ETF by 231.9% during the 2nd quarter. AlphaCore Capital LLC now owns 8,182 shares of the company’s stock worth $442,000 after purchasing an additional 5,717 shares in the last quarter. Finally, Global Retirement Partners LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $248,000.

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

NYSEARCA:DFAT opened at $62.19 on Wednesday. Dimensional U.S. Targeted Value ETF has a 12-month low of $44.01 and a 12-month high of $67.46. The firm has a market cap of $12.71 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. The company’s 50-day moving average is $64.00 and its two-hundred day moving average is $60.60.

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.