Dimensional U.S. Targeted Value ETF $DFAT Stake Cut by Baker Tilly Wealth Management LLC

Baker Tilly Wealth Management LLC cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 50.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 172,696 shares of the company’s stock after selling 176,858 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 2.5% of Baker Tilly Wealth Management LLC’s portfolio, making the stock its 4th largest holding. Baker Tilly Wealth Management LLC owned about 0.09% of Dimensional U.S. Targeted Value ETF worth $10,282,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in DFAT. CoreFirst Bank & Trust acquired a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $26,000. CIBC Private Wealth Group LLC grew its position in Dimensional U.S. Targeted Value ETF by 59.0% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after buying an additional 243 shares during the last quarter. IAG Wealth Partners LLC grew its position in Dimensional U.S. Targeted Value ETF by 350.8% in the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock valued at $50,000 after buying an additional 663 shares during the last quarter. McIlrath & Eck LLC increased its stake in 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 buying an additional 507 shares during the period. Finally, Retirement Wealth Solutions LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $72,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $60.34 on Monday. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $67.46. The company has a market cap of $12.33 billion, a P/E ratio of 12.39 and a beta of 1.04. The firm has a fifty day moving average of $64.02 and a two-hundred day moving average of $60.56.

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.