Hill Investment Group Partners LLC Reduces Holdings in Dimensional U.S. Targeted Value ETF

Hill Investment Group Partners LLC has decreased its stake in the Dimensional U.S. Targeted Value ETF (NYSEARCA: DFAT), as shown by the recent filings with the Securities & Exchange Commission. During the second quarter, the firm sold 1.3% of its holdings, equating to 8,863 shares, resulting in ownership of 679,836 shares of Dimensional U.S. Targeted Value ETF. Post-transaction, the ETF represented 5.7% of Hill Investment Group's portfolio, ranking as the 6th largest position, with a value of approximately $31.54 million.

Other investors have also adjusted their investments in DFAT. Clearstead Advisors LLC acquired new shares worth $26,000 in the first quarter, while PNC Financial Services Group Inc. expanded its stake by 681.0% in the last quarter of the previous year, owning 781 shares valued at $34,000. Sunbelt Securities Inc. and McIlrath & Eck LLC joined as new investors in the first and second quarters, respectively. CENTRAL TRUST Co increased its position in DFAT by 22.6% in the third quarter, holding 1,301 shares valued at $51,000.

Performance of Dimensional U.S. Targeted Value ETF Stock

The shares of DFAT experienced a slight uptick of $0.15 during mid-day trading on a recent Monday, with the price per share reaching $46.89. The ETF's average trading volume stood at 315,643 shares compared to the 108,590 shares traded. With a 50-day moving average of $45.01 and a 200-day moving average of $45.76, DFAT has experienced a low of $41.16 and a high of $50.00 over the past year. The ETF currently has a market capitalization of $8.36 billion, a price-to-earnings ratio of 8.69, and a beta of 0.94.

About Dimensional U.S. Targeted Value ETF

The Dimensional U.S. Targeted Value ETF is an actively managed fund focusing primarily on mid- and small-cap U.S. value stocks, aiming for long-term capital growth. Incepted on December 11, 1998, DFAT is known for its tax-efficient strategy and is managed by Dimensional fund advisors.

HillInvestment, DFAT, ETF