CFS Investment Advisory Services LLC Sells 12,647 Shares of Dimensional U.S. Targeted Value ETF $DFAT

CFS Investment Advisory Services LLC decreased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 15.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 71,926 shares of the company’s stock after selling 12,647 shares during the quarter. CFS Investment Advisory Services LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,193,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in DFAT. Brighton Jones LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after acquiring an additional 3,799 shares in the last quarter. Goldman Sachs Group Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF in the first quarter worth about $1,376,000. Kathmere Capital Management LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 56.9% during the second quarter. Kathmere Capital Management LLC now owns 8,608 shares of the company’s stock valued at $464,000 after purchasing an additional 3,121 shares in the last quarter. Vermillion Wealth Management Inc. lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 11.4% during the second quarter. Vermillion Wealth Management Inc. now owns 13,953 shares of the company’s stock valued at $753,000 after purchasing an additional 1,429 shares during the last quarter. Finally, Nova R Wealth Inc. bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth approximately $211,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $63.36 on Tuesday. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $64.85. The company has a market capitalization of $12.79 billion, a P/E ratio of 12.39 and a beta of 1.04. The stock’s 50 day moving average is $60.49 and its 200 day moving average is $58.38.

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.