Corient Private Wealth LLC Sells 579,773 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Corient Private Wealth LLC lessened its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 20.3% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,270,663 shares of the company’s stock after selling 579,773 shares during the period. Corient Private Wealth LLC owned about 1.15% of Dimensional U.S. Targeted Value ETF worth $122,525,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of DFAT. Creative Planning increased its stake in shares of Dimensional U.S. Targeted Value ETF by 1.1% during the second quarter. Creative Planning now owns 14,095,721 shares of the company’s stock valued at $760,605,000 after buying an additional 150,227 shares during the period. Focus Partners Wealth lifted its stake in Dimensional U.S. Targeted Value ETF by 6.5% in the first quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock worth $668,598,000 after acquiring an additional 797,094 shares during the period. Forum Financial Management LP boosted its holdings in Dimensional U.S. Targeted Value ETF by 5.4% in the second quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock valued at $504,718,000 after acquiring an additional 476,529 shares in the last quarter. Focus Partners Advisor Solutions LLC increased its position in Dimensional U.S. Targeted Value ETF by 2.0% during the 1st quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock valued at $253,093,000 after purchasing an additional 95,097 shares during the period. Finally, Pure Financial Advisors LLC increased its position in Dimensional U.S. Targeted Value ETF by 7.8% during the 2nd quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock valued at $248,305,000 after purchasing an additional 331,821 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Down 0.8%

Shares of NYSEARCA DFAT opened at $61.04 on Monday. The firm has a fifty day simple moving average of $57.87 and a two-hundred day simple moving average of $56.67. Dimensional U.S. Targeted Value ETF has a 12 month low of $44.01 and a 12 month high of $61.77. The firm has a market capitalization of $12.18 billion, a PE ratio of 12.39 and a beta of 1.04.

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.