Watershed Private Wealth LLC Sells 333 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Watershed Private Wealth LLC decreased its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 104,773 shares of the company’s stock after selling 333 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 2.3% of Watershed Private Wealth LLC’s holdings, making the stock its 13th largest position. Watershed Private Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,832,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Iron Horse Wealth Management LLC bought a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $32,000. Truvestments Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at $40,000. Legacy Investment Solutions LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the third quarter worth $46,000. Howe & Rusling Inc. bought a new stake in Dimensional U.S. Targeted Value ETF during the third quarter worth $61,000. Finally, Harel Insurance Investments & Financial Services Ltd. raised its position in 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 worth $92,000 after acquiring an additional 810 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $57.60 on Wednesday. The company has a market cap of $10.66 billion, a PE ratio of 9.99 and a beta of 1.12. The firm has a 50-day moving average of $57.63 and a 200-day moving average of $56.05. Dimensional U.S. Targeted Value ETF has a one year low of $49.60 and a one year 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.