Forza Wealth Management LLC Sells 2,000 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Forza Wealth Management LLC decreased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 17.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,585 shares of the company’s stock after selling 2,000 shares during the quarter. Forza Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $522,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Pioneer Wealth Management Group boosted its position in shares of Dimensional U.S. Targeted Value ETF by 59.9% in the fourth quarter. Pioneer Wealth Management Group now owns 57,606 shares of the company’s stock valued at $3,015,000 after acquiring an additional 21,580 shares during the period. SC&H Financial Advisors Inc. boosted its holdings in Dimensional U.S. Targeted Value ETF by 0.6% in the 4th quarter. SC&H Financial Advisors Inc. now owns 67,509 shares of the company’s stock valued at $3,533,000 after purchasing an additional 433 shares during the period. Cook Wealth Management Group LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth approximately $10,661,000. Confluence Wealth Services Inc. increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 131.7% during the fourth quarter. Confluence Wealth Services Inc. now owns 137,110 shares of the company’s stock worth $7,175,000 after purchasing an additional 77,924 shares during the period. Finally, Brookstone Capital Management acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $240,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.5 %

Shares of DFAT traded up $0.26 during trading hours on Monday, hitting $52.26. 165,994 shares of the company were exchanged, compared to its average volume of 250,761. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $41.16 and a fifty-two week high of $54.64. The company has a market cap of $9.67 billion, a price-to-earnings ratio of 9.58 and a beta of 0.94. The firm’s fifty day moving average is $52.18 and its 200 day moving average is $49.89.

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.