Guardian Wealth Management LLC Sells 16,454 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Guardian Wealth Management LLC lessened its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.7% in the third quarter, according to its most recent filing with the SEC. The fund owned 336,045 shares of the company’s stock after selling 16,454 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 6.3% of Guardian Wealth Management LLC’s portfolio, making the stock its 7th largest holding. Guardian Wealth Management LLC owned 0.16% of Dimensional U.S. Targeted Value ETF worth $22,327,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the company. Professional Financial Solutions LLC ADV purchased a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter valued at about $13,716,000. Stevens Capital Partners purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth about $490,000. Henrickson Nauta Wealth Advisors Inc. raised its stake in shares of Dimensional U.S. Targeted Value ETF by 2.9% during the 2nd quarter. Henrickson Nauta Wealth Advisors Inc. now owns 384,676 shares of the company’s stock worth $26,889,000 after purchasing an additional 10,718 shares in the last quarter. Nalls Sherbakoff Group LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $466,000. Finally, Total Clarity Wealth Management Inc. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter valued at about $4,513,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT traded down $0.87 during trading hours on Wednesday, hitting $66.89. The stock had a trading volume of 82,262 shares, compared to its average volume of 336,724. The company has a market capitalization of $13.77 billion, a P/E ratio of 12.39 and a beta of 0.99. The firm’s 50-day moving average price is $69.98 and its two-hundred day moving average price is $68.39. Dimensional U.S. Targeted Value ETF has a 52 week low of $55.12 and a 52 week high of $72.81.

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.