Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Concentrum Wealth Management

Concentrum Wealth Management lowered its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 33.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 30,378 shares of the company’s stock after selling 15,081 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 0.7% of Concentrum Wealth Management’s holdings, making the stock its 27th biggest holding. Concentrum Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,768,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of DFAT. Hantz Financial Services Inc. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth $53,000. McIlrath & Eck LLC raised its stake in Dimensional U.S. Targeted Value ETF by 70.7% in the third quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock valued at $71,000 after buying an additional 507 shares in the last quarter. Retirement Wealth Solutions LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth about $72,000. Huntington National Bank acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth about $81,000. Finally, Abound Wealth Management purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $94,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.5%

DFAT stock opened at $66.59 on Monday. The business has a 50 day moving average price of $63.03 and a 200 day moving average price of $59.73. The stock has a market cap of $13.60 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week 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.