Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by HB Wealth Management LLC

HB Wealth Management LLC cut its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,545 shares of the company’s stock after selling 187 shares during the period. HB Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $569,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the business. Claris Advisors LLC MO grew its stake in shares of Dimensional U.S. Targeted Value ETF by 15.2% during the second quarter. Claris Advisors LLC MO now owns 93,220 shares of the company’s stock valued at $5,030,000 after acquiring an additional 12,300 shares in the last quarter. Elser Financial Planning Inc bought a new stake in Dimensional U.S. Targeted Value ETF in the second quarter valued at about $38,598,000. Nova R Wealth Inc. bought a new stake in Dimensional U.S. Targeted Value ETF in the second quarter valued at about $211,000. Vermillion Wealth Management Inc. increased its holdings in Dimensional U.S. Targeted Value ETF by 11.4% in the second quarter. Vermillion Wealth Management Inc. now owns 13,953 shares of the company’s stock valued at $753,000 after buying an additional 1,429 shares during the last quarter. Finally, Stone Summit Wealth LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 28.8% in the second quarter. Stone Summit Wealth LLC now owns 14,815 shares of the company’s stock valued at $799,000 after buying an additional 3,315 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.8%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $58.83 on Friday. The firm has a market cap of $11.71 billion, a P/E ratio of 12.39 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week high of $61.75. The business has a 50-day moving average price of $57.49 and a 200 day moving average price of $53.87.

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.