Wedmont Private Capital Reduces Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Wedmont Private Capital reduced its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 20.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,841 shares of the company’s stock after selling 1,960 shares during the period. Wedmont Private Capital’s holdings in Dimensional U.S. Targeted Value ETF were worth $420,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Conrad Siegel Investment Advisors Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 2,816.7% during the first quarter. Conrad Siegel Investment Advisors Inc. now owns 425,165 shares of the company’s stock worth $23,142,000 after purchasing an additional 410,588 shares during the period. Rise Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF by 2.3% in the first quarter. Rise Advisors LLC now owns 154,380 shares of the company’s stock worth $8,403,000 after buying an additional 3,522 shares in the last quarter. Great Waters Wealth Management raised its stake in Dimensional U.S. Targeted Value ETF by 8.0% in the first quarter. Great Waters Wealth Management now owns 470,906 shares of the company’s stock worth $25,631,000 after buying an additional 34,856 shares in the last quarter. Juncture Wealth Strategies LLC raised its stake in Dimensional U.S. Targeted Value ETF by 53.9% in the first quarter. Juncture Wealth Strategies LLC now owns 157,961 shares of the company’s stock worth $8,598,000 after buying an additional 55,343 shares in the last quarter. Finally, Lam Group Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 0.9% in the first quarter. Lam Group Inc. now owns 32,010 shares of the company’s stock worth $1,742,000 after buying an additional 301 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT stock opened at $51.47 on Friday. Dimensional U.S. Targeted Value ETF has a 1 year low of $42.53 and a 1 year high of $54.64. The company has a market cap of $9.53 billion, a P/E ratio of 9.99 and a beta of 1.12. The firm has a 50-day moving average of $52.44 and a 200 day moving average of $51.84.

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.