Lionshead Wealth Management LLC Acquires 31,012 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Lionshead Wealth Management LLC increased its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 68.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 76,632 shares of the company’s stock after acquiring an additional 31,012 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 3.5% of Lionshead Wealth Management LLC’s holdings, making the stock its 6th largest holding. Lionshead Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,461,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also made changes to their positions in the company. Creative Planning increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.1% in the 2nd quarter. Creative Planning now owns 14,095,721 shares of the company’s stock valued at $760,605,000 after purchasing an additional 150,227 shares during the period. Focus Partners Wealth raised its holdings in Dimensional U.S. Targeted Value ETF by 6.5% during the first quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock valued at $668,598,000 after buying an additional 797,094 shares in the last quarter. Forum Financial Management LP lifted its holdings in Dimensional U.S. Targeted Value ETF by 5.4% in the 2nd quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock worth $504,718,000 after purchasing an additional 476,529 shares during the last quarter. Focus Partners Advisor Solutions LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 2.0% in the first quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock worth $253,093,000 after buying an additional 95,097 shares during the last quarter. Finally, Pure Financial Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 7.8% during the 2nd quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock worth $248,305,000 after acquiring an additional 331,821 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $60.40 on Friday. Dimensional U.S. Targeted Value ETF has a 12 month low of $44.01 and a 12 month high of $61.77. The stock has a 50 day moving average of $58.14 and a 200-day moving average of $56.93. The firm has a market cap of $12.05 billion, a PE ratio of 12.39 and a beta of 1.04.

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.