Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Sold by Forza Wealth Management LLC

Forza Wealth Management LLC cut its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 17.3% during the first quarter, HoldingsChannel.com reports. The fund owned 9,585 shares of the company’s stock after selling 2,000 shares during the period. Forza Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $522,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in DFAT. Trust Co of the South purchased a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter worth approximately $100,019,000. Modera Wealth Management LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 190.9% in the 3rd quarter. Modera Wealth Management LLC now owns 2,690,524 shares of the company’s stock worth $122,930,000 after acquiring an additional 1,765,548 shares during the last quarter. Great Oak Capital Partners LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth $48,866,000. Forum Financial Management LP boosted its position in shares of Dimensional U.S. Targeted Value ETF by 7.2% during the 3rd quarter. Forum Financial Management LP now owns 8,948,684 shares of the company’s stock valued at $408,865,000 after acquiring an additional 599,382 shares during the last quarter. Finally, Creative Planning grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.1% in the fourth quarter. Creative Planning now owns 13,638,740 shares of the company’s stock valued at $713,715,000 after purchasing an additional 534,891 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Up 0.5 %

Dimensional U.S. Targeted Value ETF stock traded up $0.26 during midday trading on Monday, hitting $52.26. 165,994 shares of the stock were exchanged, compared to its average volume of 250,761. The stock’s 50-day simple moving average is $52.18 and its 200 day simple moving average is $49.89. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $41.16 and a fifty-two week high of $54.64. The stock has a market capitalization of $9.67 billion, a price-to-earnings ratio of 9.58 and a beta of 0.94.

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.