Forum Financial Management LP boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 0.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,399,775 shares of the company’s stock after buying an additional 16,194 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 9.0% of Forum Financial Management LP’s investment portfolio, making the stock its 3rd largest holding. Forum Financial Management LP owned approximately 0.05% of Dimensional U.S. Targeted Value ETF worth $690,961,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. 3 Factor Indexing LLC raised its stake in Dimensional U.S. Targeted Value ETF by 0.5% during the 2nd quarter. 3 Factor Indexing LLC now owns 38,183 shares of the company’s stock worth $2,669,000 after acquiring an additional 190 shares during the period. Montag A & Associates Inc. grew its stake in shares of Dimensional U.S. Targeted Value ETF by 1.1% in the 1st quarter. Montag A & Associates Inc. now owns 25,353 shares of the company’s stock worth $1,583,000 after buying an additional 270 shares in the last quarter. Parallel Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 49.9% during the first quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock worth $51,000 after acquiring an additional 270 shares during the last quarter. Brookstone Capital Management increased its position in shares of Dimensional U.S. Targeted Value ETF by 7.6% during the 1st quarter. Brookstone Capital Management now owns 3,949 shares of the company’s stock valued at $247,000 after purchasing an additional 279 shares during the last quarter. Finally, Janney Montgomery Scott LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 2.5% in the first quarter. Janney Montgomery Scott LLC now owns 12,126 shares of the company’s stock valued at $757,000 after acquiring an additional 293 shares during the period.
Dimensional U.S. Targeted Value ETF Price Performance
Shares of NYSEARCA:DFAT opened at $67.97 on Friday. The business has a 50 day simple moving average of $69.73 and a two-hundred day simple moving average of $68.47. Dimensional U.S. Targeted Value ETF has a 1 year low of $55.12 and a 1 year high of $72.81. The firm has a market capitalization of $14.00 billion, a PE ratio of 12.39 and a beta of 0.99.
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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