Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Verus Wealth Management LLC

Verus Wealth Management LLC trimmed its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 18.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 27,493 shares of the company’s stock after selling 6,325 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 1.5% of Verus Wealth Management LLC’s investment portfolio, making the stock its 18th largest position. Verus Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,484,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Focus Partners Wealth grew its position in shares of Dimensional U.S. Targeted Value ETF by 6.5% in the first quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock valued at $668,598,000 after purchasing an additional 797,094 shares during the last quarter. Focus Partners Advisor Solutions LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 2.0% in the 1st quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock valued at $253,093,000 after acquiring an additional 95,097 shares during the last quarter. Pure Financial Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 7.8% in the second quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock valued at $248,305,000 after purchasing an additional 331,821 shares during the last quarter. EP Wealth Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 35.2% in the 1st quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock valued at $155,304,000 after buying an additional 784,895 shares during the period. Finally, Asset Dedication LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 0.9% during the 1st quarter. Asset Dedication LLC now owns 2,305,024 shares of the company’s stock valued at $118,686,000 after acquiring an additional 20,455 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $58.83 on Friday. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $61.75. The firm has a 50 day moving average price of $57.49 and a 200 day moving average price of $53.87. The company has a market cap of $11.71 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94.

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.