Signature Estate & Investment Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 43.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 39,944 shares of the company’s stock after purchasing an additional 12,144 shares during the quarter. Signature Estate & Investment Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,325,000 at the end of the most recent quarter.
Several other large investors also recently added to or reduced their stakes in DFAT. Forum Financial Management LP boosted its position in shares of Dimensional U.S. Targeted Value ETF by 5.4% during the second quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock valued at $504,718,000 after buying an additional 476,529 shares during the period. Cerity Partners LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 59.4% during the second quarter. Cerity Partners LLC now owns 1,100,761 shares of the company’s stock valued at $60,037,000 after buying an additional 410,267 shares during the period. Pure Financial Advisors LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 7.8% in the 3rd quarter. Pure Financial Advisors LLC now owns 4,959,303 shares of the company’s stock valued at $288,681,000 after acquiring an additional 357,646 shares during the period. Index Fund Advisors Inc. grew its stake in Dimensional U.S. Targeted Value ETF by 5.7% in the third quarter. Index Fund Advisors Inc. now owns 6,520,506 shares of the company’s stock valued at $379,559,000 after purchasing an additional 349,087 shares during the last quarter. Finally, Baker Tilly Wealth Management LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 2,407.6% in the 3rd quarter. Baker Tilly Wealth Management LLC now owns 349,554 shares of the company’s stock worth $20,348,000 after purchasing an additional 335,614 shares in the last quarter.
Dimensional U.S. Targeted Value ETF Price Performance
NYSEARCA DFAT opened at $66.71 on Monday. The stock’s fifty day moving average price is $61.75 and its 200 day moving average price is $58.93. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $66.87. The company has a market cap of $13.63 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04.
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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