Advisory Services Network LLC Trims Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Advisory Services Network LLC decreased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,602 shares of the company’s stock after selling 601 shares during the quarter. Advisory Services Network LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $479,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the stock. Tradewinds Capital Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at about $28,000. Aspect Partners LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 151.9% in the 4th quarter. Aspect Partners LLC now owns 519 shares of the company’s stock valued at $29,000 after purchasing an additional 313 shares in the last quarter. SYM FINANCIAL Corp purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth approximately $30,000. Harel Insurance Investments & Financial Services Ltd. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 95.3% during the fourth quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,660 shares of the company’s stock valued at $92,000 after purchasing an additional 810 shares in the last quarter. Finally, Center for Financial Planning Inc. increased its holdings in Dimensional U.S. Targeted Value ETF by 27.0% during the fourth quarter. Center for Financial Planning Inc. now owns 2,667 shares of the company’s stock valued at $148,000 after buying an additional 567 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Down 0.7 %

Shares of NYSEARCA:DFAT opened at $46.77 on Thursday. The company has a market capitalization of $9.22 billion, a price-to-earnings ratio of 12.09 and a beta of 1.05. The firm has a 50 day moving average of $52.07 and a 200 day moving average of $55.36. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $61.75.

Dimensional U.S. Targeted Value ETF 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.