Level Financial Advisors Sells 1,647 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Level Financial Advisors decreased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 75,368 shares of the company’s stock after selling 1,647 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 1.9% of Level Financial Advisors’ investment portfolio, making the stock its 13th largest holding. Level Financial Advisors’ holdings in Dimensional U.S. Targeted Value ETF were worth $4,102,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently made changes to their positions in the company. Corient Private Wealth LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. Corient Private Wealth LLC now owns 2,748,722 shares of the company’s stock worth $143,841,000 after acquiring an additional 10,299 shares in the last quarter. Fortress Wealth Management Inc. grew its position in Dimensional U.S. Targeted Value ETF by 33.4% in the fourth quarter. Fortress Wealth Management Inc. now owns 26,701 shares of the company’s stock valued at $1,397,000 after purchasing an additional 6,687 shares in the last quarter. Pioneer Wealth Management Group grew its position in Dimensional U.S. Targeted Value ETF by 59.9% in the fourth quarter. Pioneer Wealth Management Group now owns 57,606 shares of the company’s stock valued at $3,015,000 after purchasing an additional 21,580 shares in the last quarter. SC&H Financial Advisors Inc. grew its position in Dimensional U.S. Targeted Value ETF by 0.6% in the fourth quarter. SC&H Financial Advisors Inc. now owns 67,509 shares of the company’s stock valued at $3,533,000 after purchasing an additional 433 shares in the last quarter. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its position in Dimensional U.S. Targeted Value ETF by 1.7% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 848,654 shares of the company’s stock valued at $44,410,000 after purchasing an additional 14,586 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock traded down $0.03 during mid-day trading on Thursday, reaching $51.67. The company’s stock had a trading volume of 114,688 shares, compared to its average volume of 240,463. The company has a market capitalization of $9.56 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12 month low of $42.53 and a 12 month high of $54.64. The business’s 50 day simple moving average is $52.52 and its 200 day simple moving average is $52.00.

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.