Wealth Enhancement Advisory Services LLC Reduces Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Wealth Enhancement Advisory Services LLC reduced its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,348,951 shares of the company’s stock after selling 4,326 shares during the quarter. Wealth Enhancement Advisory Services LLC owned about 1.27% of Dimensional U.S. Targeted Value ETF worth $130,672,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of DFAT. Allworth Financial LP grew its position in shares of Dimensional U.S. Targeted Value ETF by 19.6% during the third quarter. Allworth Financial LP now owns 624,174 shares of the company’s stock worth $34,723,000 after acquiring an additional 102,490 shares during the last quarter. Joel Isaacson & Co. LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 0.7% during the 3rd quarter. Joel Isaacson & Co. LLC now owns 656,627 shares of the company’s stock worth $36,528,000 after purchasing an additional 4,276 shares during the period. Silver Oak Securities Incorporated grew its position in Dimensional U.S. Targeted Value ETF by 62.9% during the 3rd quarter. Silver Oak Securities Incorporated now owns 14,954 shares of the company’s stock worth $829,000 after purchasing an additional 5,775 shares during the last quarter. CENTRAL TRUST Co increased its stake in Dimensional U.S. Targeted Value ETF by 37.0% in the third quarter. CENTRAL TRUST Co now owns 1,782 shares of the company’s stock valued at $99,000 after purchasing an additional 481 shares during the period. Finally, International Assets Investment Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at about $6,259,000.

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

Shares of NYSEARCA DFAT traded down $0.37 during midday trading on Friday, reaching $54.78. 262,570 shares of the company were exchanged, compared to its average volume of 236,369. The stock has a market cap of $10.14 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1 year low of $42.53 and a 1 year high of $58.09. The stock has a fifty day simple moving average of $54.83 and a 200 day simple moving average of $53.53.

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.