Exencial Wealth Advisors LLC Lowers Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Exencial Wealth Advisors LLC lowered its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 381,772 shares of the company’s stock after selling 12,225 shares during the quarter. Exencial Wealth Advisors LLC owned approximately 0.19% of Dimensional U.S. Targeted Value ETF worth $22,731,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of DFAT. Earned Wealth Advisors LLC boosted its position in Dimensional U.S. Targeted Value ETF by 95.1% during the fourth quarter. Earned Wealth Advisors LLC now owns 1,457,860 shares of the company’s stock worth $86,801,000 after purchasing an additional 710,659 shares in the last quarter. Focus Partners Wealth boosted its position in Dimensional U.S. Targeted Value ETF by 3.8% during the third quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock worth $770,880,000 after purchasing an additional 485,231 shares in the last quarter. Forum Financial Management LP boosted its position in Dimensional U.S. Targeted Value ETF by 4.7% during the fourth quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock worth $607,753,000 after purchasing an additional 454,334 shares in the last quarter. Henrickson Nauta Wealth Advisors Inc. boosted its position in Dimensional U.S. Targeted Value ETF by 134.0% during the fourth quarter. Henrickson Nauta Wealth Advisors Inc. now owns 712,009 shares of the company’s stock worth $43,924,000 after purchasing an additional 407,790 shares in the last quarter. Finally, Two Sigma Investments LP purchased a new position in Dimensional U.S. Targeted Value ETF during the third quarter worth approximately $23,476,000.

Dimensional U.S. Targeted Value ETF Trading Up 0.4%

Shares of DFAT stock opened at $66.75 on Tuesday. The company has a market capitalization of $13.58 billion, a P/E ratio of 12.39 and a beta of 1.01. The business’s 50 day moving average is $63.93 and its two-hundred day moving average is $61.57. Dimensional U.S. Targeted Value ETF has a 12-month low of $48.10 and a 12-month high of $67.46.

About Dimensional U.S. Targeted Value ETF

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.