TRU Independence Asset Management 2 LLC reduced its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 8.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 26,333 shares of the company’s stock after selling 2,444 shares during the period. Dimensional U.S. Targeted Value ETF makes up 1.2% of TRU Independence Asset Management 2 LLC’s portfolio, making the stock its 26th largest holding. TRU Independence Asset Management 2 LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,466,000 as of its most recent SEC filing.
Other large investors have also recently made changes to their positions in the company. Fortress Wealth Management Inc. grew its position in Dimensional U.S. Targeted Value ETF by 0.5% in the third quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock worth $2,009,000 after acquiring an additional 193 shares in the last quarter. Clear Creek Financial Management LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.0% in the 3rd quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock worth $561,000 after purchasing an additional 200 shares during the period. Brookstone Capital Management increased its position in shares of Dimensional U.S. Targeted Value ETF by 5.2% during the 3rd quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock valued at $227,000 after purchasing an additional 202 shares during the last quarter. Foundations Investment Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 4.3% in the third quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock worth $280,000 after purchasing an additional 209 shares during the last quarter. Finally, tru Independence LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 5.1% during the 3rd quarter. tru Independence LLC now owns 4,494 shares of the company’s stock worth $250,000 after acquiring an additional 217 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Trading Up 0.2 %
NYSEARCA DFAT opened at $57.73 on Tuesday. The stock has a market cap of $10.69 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12 month low of $49.60 and a 12 month high of $61.75. The company’s 50-day moving average price is $57.63 and its 200-day moving average price is $56.02.
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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