Fortitude Family Office LLC Buys 13,957 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Fortitude Family Office LLC raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 27.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 65,497 shares of the company’s stock after acquiring an additional 13,957 shares during the period. Dimensional U.S. Targeted Value ETF makes up 1.3% of Fortitude Family Office LLC’s portfolio, making the stock its 17th biggest position. Fortitude Family Office LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,646,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Iron Horse Wealth Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at about $32,000. Truvestments Capital LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $40,000. Legacy Investment Solutions LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $46,000. Howe & Rusling Inc. purchased a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $61,000. Finally, CENTRAL TRUST Co raised its holdings in Dimensional U.S. Targeted Value ETF by 37.0% in the 3rd quarter. CENTRAL TRUST Co now owns 1,782 shares of the company’s stock worth $99,000 after acquiring an additional 481 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.1 %

Shares of DFAT opened at $55.60 on Friday. The company has a market cap of $10.29 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The business’s fifty day simple moving average is $57.90 and its two-hundred day simple moving average is $55.51. Dimensional U.S. Targeted Value ETF has a 12 month low of $49.18 and a 12 month high of $61.75.

Dimensional U.S. Targeted Value ETF 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.