Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Sold by Quantum Financial Advisors LLC

Quantum Financial Advisors LLC reduced its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 310,114 shares of the company’s stock after selling 10,980 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 2.7% of Quantum Financial Advisors LLC’s portfolio, making the stock its 11th largest position. Quantum Financial Advisors LLC owned about 0.17% of Dimensional U.S. Targeted Value ETF worth $17,252,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in DFAT. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF during the 2nd quarter worth $28,000. Bbjs Financial Advisors LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth about $30,000. WealthShield Partners LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 134.2% in the second quarter. WealthShield Partners LLC now owns 712 shares of the company’s stock worth $37,000 after buying an additional 408 shares during the period. Innealta Capital LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the second quarter valued at about $46,000. Finally, EdgeRock Capital LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter valued at about $109,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock traded up $0.67 during midday trading on Friday, hitting $55.21. 261,462 shares of the company were exchanged, compared to its average volume of 238,984. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $42.53 and a fifty-two week high of $58.09. The company has a market cap of $10.22 billion, a PE ratio of 9.99 and a beta of 1.12. The company’s fifty day moving average price is $54.29 and its 200-day moving average price is $53.28.

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.