Principal Securities Inc. Trims Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Principal Securities Inc. lessened its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 14.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,999 shares of the company’s stock after selling 2,721 shares during the period. Principal Securities Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $891,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in the business. Clear Creek Financial Management LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.0% during the third quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock worth $561,000 after purchasing an additional 200 shares during the last quarter. Foundations Investment Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF by 4.3% during the third quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock valued at $280,000 after buying an additional 209 shares during the period. tru Independence LLC grew its position in Dimensional U.S. Targeted Value ETF by 5.1% during the third quarter. tru Independence LLC now owns 4,494 shares of the company’s stock valued at $250,000 after buying an additional 217 shares during the period. LJI Wealth Management LLC grew its position in Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. LJI Wealth Management LLC now owns 56,245 shares of the company’s stock valued at $3,131,000 after buying an additional 242 shares during the period. Finally, Stone Point Wealth LLC grew its position in Dimensional U.S. Targeted Value ETF by 2.8% during the third quarter. Stone Point Wealth LLC now owns 11,474 shares of the company’s stock valued at $638,000 after buying an additional 313 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT stock opened at $56.54 on Friday. The firm has a market cap of $10.47 billion, a PE ratio of 9.99 and a beta of 1.12. The firm’s fifty day moving average is $56.67 and its 200 day moving average is $56.22. Dimensional U.S. Targeted Value ETF has a one year low of $50.16 and a one year high of $61.75.

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.