Fortitude Family Office LLC Grows Stake in Dimensional U.S. Targeted Value ETF $DFAT

Fortitude Family Office LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 27.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 60,265 shares of the company’s stock after buying an additional 12,836 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 0.9% of Fortitude Family Office LLC’s portfolio, making the stock its 27th biggest position. Fortitude Family Office LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,508,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DFAT. TFO Wealth Partners LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 6.6% in the 2nd quarter. TFO Wealth Partners LLC now owns 382,974 shares of the company’s stock worth $20,665,000 after purchasing an additional 23,648 shares in the last quarter. Stone Summit Wealth LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 28.8% during the second quarter. Stone Summit Wealth LLC now owns 14,815 shares of the company’s stock valued at $799,000 after purchasing an additional 3,315 shares in the last quarter. Clune & Associates LTD. boosted its position in shares of Dimensional U.S. Targeted Value ETF by 10.1% during the second quarter. Clune & Associates LTD. now owns 75,964 shares of the company’s stock valued at $4,099,000 after buying an additional 6,973 shares during the last quarter. Pioneer Wealth Management Group increased its holdings in Dimensional U.S. Targeted Value ETF by 12.6% in the 3rd quarter. Pioneer Wealth Management Group now owns 136,337 shares of the company’s stock worth $7,936,000 after buying an additional 15,214 shares in the last quarter. Finally, Willow Creek Wealth Management Inc. raised its position in Dimensional U.S. Targeted Value ETF by 3.4% in the 2nd quarter. Willow Creek Wealth Management Inc. now owns 2,099,217 shares of the company’s stock worth $113,274,000 after buying an additional 69,450 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT opened at $60.29 on Tuesday. The company’s 50-day simple moving average is $58.54 and its two-hundred day simple moving average is $57.27. The stock has a market capitalization of $12.03 billion, a P/E ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $61.77.

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.