Shearwater Capital LLC Decreases Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Shearwater Capital LLC reduced its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 83,460 shares of the company’s stock after selling 925 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises about 3.1% of Shearwater Capital LLC’s portfolio, making the stock its 6th largest position. Shearwater Capital LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,297,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of DFAT. Brighton Jones LLC increased its holdings in 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 valued at $1,158,000 after buying an additional 3,799 shares during the period. Strategic Blueprint LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 48.7% during the 4th quarter. Strategic Blueprint LLC now owns 11,753 shares of the company’s stock valued at $654,000 after purchasing an additional 3,849 shares during the last quarter. Capital Investment Advisory Services LLC boosted its position in Dimensional U.S. Targeted Value ETF by 18.3% during the 4th quarter. Capital Investment Advisory Services LLC now owns 3,246 shares of the company’s stock worth $181,000 after buying an additional 503 shares during the period. Quantum Financial Planning Services Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth approximately $2,595,000. Finally, SYM FINANCIAL Corp acquired a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth approximately $30,000.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $51.97 on Friday. The firm’s 50 day simple moving average is $49.96 and its 200 day simple moving average is $54.20. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $61.75. The company has a market cap of $10.23 billion, a PE ratio of 13.37 and a beta of 1.05.

Dimensional U.S. Targeted Value ETF 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.