Castle Wealth Management LLC Decreases Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Castle Wealth Management LLC cut its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,284 shares of the company’s stock after selling 200 shares during the quarter. Castle Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $329,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in DFAT. Institute for Wealth Management LLC. purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth $223,000. Financial Symmetry Inc purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth $365,000. Mokosak Advisory Group LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth $215,000. Tranquility Partners LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth $223,000. Finally, Avior Wealth Management LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 7.1% in the fourth quarter. Avior Wealth Management LLC now owns 32,998 shares of the company’s stock worth $1,727,000 after buying an additional 2,192 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT traded up $0.52 during mid-day trading on Friday, hitting $50.85. The stock had a trading volume of 210,771 shares, compared to its average volume of 254,363. Dimensional U.S. Targeted Value ETF has a 1 year low of $41.16 and a 1 year high of $54.64. The business has a 50 day moving average price of $52.13 and a two-hundred day moving average price of $49.52. The firm has a market cap of $9.41 billion, a P/E ratio of 9.58 and a beta of 0.94.

About Dimensional U.S. Targeted Value ETF

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.