Vawter Financial Ltd. Decreases Position in Dimensional U.S. Targeted Value ETF $DFAT

Vawter Financial Ltd. trimmed its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 9.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 135,612 shares of the company’s stock after selling 13,416 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 3.6% of Vawter Financial Ltd.’s portfolio, making the stock its 9th biggest position. Vawter Financial Ltd.’s holdings in Dimensional U.S. Targeted Value ETF were worth $8,469,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DFAT. EP Wealth Advisors LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $249,084,000. Corient Private Wealth LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 208.5% during the 4th quarter. Corient Private Wealth LLC now owns 2,724,033 shares of the company’s stock worth $162,189,000 after buying an additional 1,841,154 shares during the period. Smartleaf Asset Management LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 8,960.0% during the 4th quarter. Smartleaf Asset Management LLC now owns 1,419,609 shares of the company’s stock worth $85,390,000 after buying an additional 1,403,940 shares during the period. Focus Partners Advisor Solutions LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 21.0% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock worth $315,254,000 after buying an additional 919,456 shares during the period. Finally, Earned Wealth Advisors LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 95.1% during the fourth quarter. Earned Wealth Advisors LLC now owns 1,457,860 shares of the company’s stock worth $86,801,000 after buying an additional 710,659 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT opened at $70.57 on Friday. The company’s 50 day simple moving average is $68.66 and its 200 day simple moving average is $65.80. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $52.83 and a fifty-two week high of $71.39. The firm has a market capitalization of $14.46 billion, a P/E ratio of 12.39 and a beta of 0.97.

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.