Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Rise Advisors LLC

Rise Advisors LLC reduced its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 99.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 493 shares of the company’s stock after selling 233,655 shares during the quarter. Rise Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $29,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the business. TFO Wealth Partners LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 6.6% during the 2nd quarter. TFO Wealth Partners LLC now owns 382,974 shares of the company’s stock worth $20,665,000 after purchasing an additional 23,648 shares during the period. Stone Summit Wealth LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 28.8% during the second quarter. Stone Summit Wealth LLC now owns 14,815 shares of the company’s stock worth $799,000 after buying an additional 3,315 shares in the last quarter. Clune & Associates LTD. grew its position in Dimensional U.S. Targeted Value ETF by 10.1% during the second quarter. Clune & Associates LTD. now owns 75,964 shares of the company’s stock worth $4,099,000 after buying an additional 6,973 shares during the period. Willow Creek Wealth Management Inc. grew its position in Dimensional U.S. Targeted Value ETF by 3.4% during the second quarter. Willow Creek Wealth Management Inc. now owns 2,099,217 shares of the company’s stock worth $113,274,000 after buying an additional 69,450 shares during the period. Finally, Elser Financial Planning Inc purchased a new position in Dimensional U.S. Targeted Value ETF in the second quarter valued at about $38,598,000.

Dimensional U.S. Targeted Value ETF Trading Up 0.1%

DFAT stock opened at $60.40 on Friday. The firm has a 50 day moving average of $58.05 and a 200-day moving average of $56.84. The company has a market cap of $12.05 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 12-month low of $44.01 and a 12-month high of $61.77.

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.