Beaird Harris Wealth Management LLC Sells 12,459 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Beaird Harris Wealth Management LLC lowered its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 472,417 shares of the company’s stock after selling 12,459 shares during the period. Dimensional U.S. Targeted Value ETF makes up approximately 2.1% of Beaird Harris Wealth Management LLC’s holdings, making the stock its 17th biggest position. Beaird Harris Wealth Management LLC owned about 0.23% of Dimensional U.S. Targeted Value ETF worth $33,022,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in DFAT. Focus Partners Wealth raised its stake in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the 4th quarter. Focus Partners Wealth now owns 13,284,203 shares of the company’s stock valued at $790,941,000 after acquiring an additional 40,703 shares in the last quarter. Forum Financial Management LP boosted its position in Dimensional U.S. Targeted Value ETF by 1.4% during the first quarter. Forum Financial Management LP now owns 10,349,578 shares of the company’s stock worth $646,331,000 after purchasing an additional 142,102 shares during the period. Pure Financial Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 7.5% during the fourth quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock valued at $317,373,000 after purchasing an additional 371,114 shares during the last quarter. Focus Partners Advisor Solutions LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 21.0% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock valued at $315,254,000 after purchasing an additional 919,456 shares during the last quarter. Finally, EP Wealth Advisors LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $249,084,000.

Dimensional U.S. Targeted Value ETF Trading Up 0.4%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $71.97 on Friday. The firm has a fifty day simple moving average of $69.60 and a 200-day simple moving average of $66.45. Dimensional U.S. Targeted Value ETF has a 1-year low of $54.33 and a 1-year high of $72.80. The stock has a market capitalization of $14.73 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97.

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.