Total Wealth Planning LLC lowered its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 2.0% during the fourth quarter, Holdings Channel reports. The fund owned 65,647 shares of the company’s stock after selling 1,309 shares during the quarter. Total Wealth Planning LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,654,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Creative Planning lifted its holdings in Dimensional U.S. Targeted Value ETF by 4.1% in the 2nd quarter. Creative Planning now owns 14,250,654 shares of the company’s stock valued at $739,182,000 after purchasing an additional 555,638 shares in the last quarter. Forum Financial Management LP grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.8% during the third quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after buying an additional 154,338 shares in the last quarter. Pure Financial Advisors LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 28.9% in the third quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after buying an additional 797,607 shares during the last quarter. Asset Dedication LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 4.3% during the third quarter. Asset Dedication LLC now owns 2,193,323 shares of the company’s stock valued at $122,015,000 after buying an additional 90,019 shares during the period. Finally, RW Investment Management LLC boosted its position in Dimensional U.S. Targeted Value ETF by 4.0% during the second quarter. RW Investment Management LLC now owns 1,889,949 shares of the company’s stock worth $98,032,000 after acquiring an additional 72,224 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Stock Performance
DFAT stock opened at $57.12 on Friday. The company has a 50 day moving average price of $57.82 and a two-hundred day moving average price of $55.67. The stock has a market capitalization of $10.57 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a one year low of $49.18 and a one year high of $61.75.
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.
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