FinDec Wealth Services Inc. Has $354,000 Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

FinDec Wealth Services Inc. decreased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 52.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,563 shares of the company’s stock after selling 7,170 shares during the period. Dimensional U.S. Targeted Value ETF comprises 0.4% of FinDec Wealth Services Inc.’s holdings, making the stock its 23rd largest holding. FinDec Wealth Services Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $354,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Brighton Jones LLC boosted its position in Dimensional U.S. Targeted Value ETF by 22.3% in the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after buying an additional 3,799 shares in the last quarter. Focus Financial Network Inc. boosted its position in Dimensional U.S. Targeted Value ETF by 3.2% in the first quarter. Focus Financial Network Inc. now owns 12,413 shares of the company’s stock valued at $639,000 after buying an additional 388 shares in the last quarter. Kelly Financial Group LLC boosted its position in Dimensional U.S. Targeted Value ETF by 13.2% in the first quarter. Kelly Financial Group LLC now owns 269,339 shares of the company’s stock valued at $13,868,000 after buying an additional 31,364 shares in the last quarter. HMV Wealth Advisors LLC boosted its position in Dimensional U.S. Targeted Value ETF by 66.2% in the first quarter. HMV Wealth Advisors LLC now owns 165,197 shares of the company’s stock valued at $8,506,000 after buying an additional 65,820 shares in the last quarter. Finally, ShankerValleau Wealth Advisors Inc. boosted its position in Dimensional U.S. Targeted Value ETF by 15.3% in the first quarter. ShankerValleau Wealth Advisors Inc. now owns 214,501 shares of the company’s stock valued at $11,045,000 after buying an additional 28,402 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $55.75 on Friday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $44.01 and a fifty-two week high of $61.75. The firm has a market capitalization of $11.11 billion, a P/E ratio of 12.39 and a beta of 0.94. The company’s 50 day moving average price is $57.77 and its two-hundred day moving average price is $54.04.

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.