Fortitude Family Office LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 27.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 65,497 shares of the company’s stock after purchasing an additional 13,957 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for about 1.3% of Fortitude Family Office LLC’s holdings, making the stock its 17th largest position. Fortitude Family Office LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,646,000 as of its most recent filing with the SEC.
A number of other institutional investors have also added to or reduced their stakes in DFAT. FMR LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 12.6% during the third quarter. FMR LLC now owns 20,950 shares of the company’s stock valued at $1,165,000 after buying an additional 2,349 shares during the period. SC&H Financial Advisors Inc. increased its holdings in Dimensional U.S. Targeted Value ETF by 3.8% during the 3rd quarter. SC&H Financial Advisors Inc. now owns 75,063 shares of the company’s stock worth $4,176,000 after acquiring an additional 2,735 shares during the period. Summit Trail Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 24.5% in the 3rd quarter. Summit Trail Advisors LLC now owns 17,382 shares of the company’s stock worth $967,000 after purchasing an additional 3,424 shares in the last quarter. International Assets Investment Management LLC bought a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $6,259,000. Finally, Tillman Hartley LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 15.4% during the 3rd quarter. Tillman Hartley LLC now owns 403,133 shares of the company’s stock valued at $22,426,000 after purchasing an additional 53,804 shares in the last quarter.
Dimensional U.S. Targeted Value ETF Stock Performance
Shares of DFAT stock opened at $55.60 on Friday. The company has a market capitalization of $10.29 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 52-week low of $49.18 and a 52-week high of $61.75. The business’s fifty day moving average is $57.90 and its 200 day moving average is $55.51.
Dimensional U.S. Targeted Value ETF Company 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.
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