Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stock Position Trimmed by Meritas Wealth Management LLC

Meritas Wealth Management LLC lessened its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.0% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 471,851 shares of the company’s stock after selling 4,590 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 17.9% of Meritas Wealth Management LLC’s portfolio, making the stock its 2nd largest position. Meritas Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $25,683,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in DFAT. Trust Co of the South purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $100,019,000. Great Oak Capital Partners LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $48,866,000. Creative Planning boosted its stake 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 worth $713,715,000 after buying an additional 534,891 shares during the last quarter. Pure Financial Advisors LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 31.2% in the fourth quarter. Pure Financial Advisors LLC now owns 1,774,886 shares of the company’s stock worth $92,880,000 after buying an additional 421,856 shares during the last quarter. Finally, Conrad Siegel Investment Advisors Inc. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 2,816.7% in the first quarter. Conrad Siegel Investment Advisors Inc. now owns 425,165 shares of the company’s stock worth $23,142,000 after buying an additional 410,588 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.9 %

Shares of DFAT traded up $0.48 during mid-day trading on Friday, reaching $51.87. The company had a trading volume of 244,382 shares, compared to its average volume of 241,224. The stock has a market capitalization of $9.60 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 52-week low of $42.53 and a 52-week high of $54.64. The stock has a 50 day moving average of $52.53 and a two-hundred day moving average of $51.97.

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.