Zhang Financial LLC Reduces Stake in Dimensional U.S. Targeted Value ETF $DFAT

Zhang Financial LLC reduced its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 11.8% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 116,225 shares of the company’s stock after selling 15,570 shares during the quarter. Zhang Financial LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $7,258,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of DFAT. Steward Partners Investment Advisory LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 26,409 shares of the company’s stock worth $1,572,000 after acquiring an additional 167 shares during the period. OneAscent Family Office LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.4% in the fourth quarter. OneAscent Family Office LLC now owns 42,836 shares of the company’s stock valued at $2,550,000 after purchasing an additional 170 shares during the period. Cary Street Partners Financial LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.3% in the fourth quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock valued at $831,000 after purchasing an additional 175 shares during the period. Accurate Wealth Management LLC increased its position in Dimensional U.S. Targeted Value ETF by 3.0% during the fourth quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after purchasing an additional 202 shares during the last quarter. Finally, Cloud Capital Management LLC increased its position in Dimensional U.S. Targeted Value ETF by 4.0% during the fourth quarter. Cloud Capital Management LLC now owns 5,555 shares of the company’s stock worth $330,000 after purchasing an additional 215 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $70.61 on Friday. The firm’s 50-day moving average is $68.23 and its two-hundred day moving average is $65.44. Dimensional U.S. Targeted Value ETF has a 12 month low of $52.83 and a 12 month high of $71.39. The company has a market capitalization of $14.45 billion, a PE ratio of 12.39 and a beta of 0.97.

Dimensional U.S. Targeted Value ETF Company 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.