AE Wealth Management LLC Decreases Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

AE Wealth Management LLC decreased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 427,364 shares of the company’s stock after selling 17,282 shares during the quarter. AE Wealth Management LLC owned about 0.21% of Dimensional U.S. Targeted Value ETF worth $25,445,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of DFAT. CoreFirst Bank & Trust bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth about $26,000. CIBC Private Wealth Group LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after acquiring an additional 243 shares during the period. IAG Wealth Partners LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 350.8% in the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after acquiring an additional 663 shares during the period. Optima Capital LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at about $60,000. Finally, McIlrath & Eck LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 70.7% in the 3rd quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock valued at $71,000 after purchasing an additional 507 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 1.8%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $66.23 on Friday. The firm has a market capitalization of $13.46 billion, a P/E ratio of 12.39 and a beta of 1.01. The company has a 50 day moving average price of $63.91 and a 200 day moving average price of $61.18. Dimensional U.S. Targeted Value ETF has a 52 week low of $46.01 and a 52 week high of $67.46.

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.