EverSource Wealth Advisors LLC Cuts Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

EverSource Wealth Advisors LLC lowered its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 17.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 56,820 shares of the company’s stock after selling 11,979 shares during the period. EverSource Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,383,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Caprock Group LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the third quarter worth approximately $1,748,000. Fortitude Family Office LLC raised its stake in Dimensional U.S. Targeted Value ETF by 14.3% during the fourth quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock worth $4,100,000 after purchasing an additional 8,603 shares during the period. OLIO Financial Planning raised its stake in Dimensional U.S. Targeted Value ETF by 7.1% during the fourth quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock worth $13,479,000 after purchasing an additional 14,980 shares during the period. Disciplined Equity Management Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 2.8% during the fourth quarter. Disciplined Equity Management Inc. now owns 417,953 shares of the company’s stock worth $24,885,000 after purchasing an additional 11,352 shares during the period. Finally, Bedel Financial Consulting Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 20.3% during the third quarter. Bedel Financial Consulting Inc. now owns 60,415 shares of the company’s stock worth $3,517,000 after purchasing an additional 10,180 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Up 0.7%

Shares of DFAT stock opened at $66.95 on Friday. The company’s fifty day simple moving average is $64.52 and its 200-day simple moving average is $62.62. Dimensional U.S. Targeted Value ETF has a 52 week low of $50.75 and a 52 week high of $67.94. The company has a market cap of $13.64 billion, a PE ratio of 12.39 and a beta of 0.99.

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.