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

Andrews Lucia Wealth Management LLC cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.0% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 243,616 shares of the company’s stock after selling 10,036 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 8.5% of Andrews Lucia Wealth Management LLC’s holdings, making the stock its 2nd biggest position. Andrews Lucia Wealth Management LLC owned approximately 0.12% of Dimensional U.S. Targeted Value ETF worth $14,181,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the company. Creative Planning raised its position in Dimensional U.S. Targeted Value ETF by 1.1% in the 2nd 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 last quarter. Focus Partners Wealth lifted its position in shares of 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 valued at $668,598,000 after buying an additional 797,094 shares during the last quarter. Forum Financial Management LP boosted its position in Dimensional U.S. Targeted Value ETF by 5.4% during the second quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock worth $504,718,000 after purchasing an additional 476,529 shares during the period. Focus Partners Advisor Solutions LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.0% in the first 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 last quarter. Finally, Pure Financial Advisors LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 7.8% in the second 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 last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $60.35 on Thursday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week high of $61.77. The firm has a market capitalization of $12.04 billion, a PE ratio of 12.39 and a beta of 1.04. The company’s 50-day moving average is $57.99 and its 200-day moving average is $56.81.

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.