Lutz Financial Services LLC Cuts Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Lutz Financial Services LLC decreased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.2% during the 4th quarter, Holdings Channel reports. The institutional investor owned 144,092 shares of the company’s stock after selling 1,798 shares during the period. Lutz Financial Services LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $8,020,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the stock. Forum Financial Management LP boosted its position in shares of Dimensional U.S. Targeted Value ETF by 1.8% during the third quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock valued at $488,619,000 after buying an additional 154,338 shares during the last quarter. Pure Financial Advisors LLC boosted its position in Dimensional U.S. Targeted Value ETF by 12.9% in the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock worth $223,579,000 after purchasing an additional 458,509 shares during the last quarter. Asset Dedication LLC boosted its position in Dimensional U.S. Targeted Value ETF by 4.2% in the fourth quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock worth $127,159,000 after purchasing an additional 91,246 shares during the last quarter. EP Wealth Advisors LLC boosted its position in Dimensional U.S. Targeted Value ETF by 18.5% in the third quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock worth $102,841,000 after purchasing an additional 288,340 shares during the last quarter. Finally, Abacus Wealth Partners LLC boosted its position in Dimensional U.S. Targeted Value ETF by 11.1% in the fourth quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock worth $73,588,000 after purchasing an additional 132,428 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 2.3 %

DFAT stock opened at $55.24 on Friday. The stock’s fifty day simple moving average is $56.60 and its two-hundred day simple moving average is $56.27. Dimensional U.S. Targeted Value ETF has a 1-year low of $50.16 and a 1-year high of $61.75. The stock has a market cap of $10.22 billion, a P/E ratio of 9.99 and a beta of 1.12.

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.