Chicago Partners Investment Group LLC cut its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 24.2% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 17,229 shares of the company’s stock after selling 5,488 shares during the period. Chicago Partners Investment Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $947,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors have also recently added to or reduced their stakes in DFAT. Fortress Wealth Management Inc. raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.5% during the third quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock valued at $2,009,000 after buying an additional 193 shares during the last quarter. Brookstone Capital Management boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 5.2% in the third quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock worth $227,000 after buying an additional 202 shares during the period. Foundations Investment Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF by 4.3% during the 3rd quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock worth $280,000 after purchasing an additional 209 shares in the last quarter. Investmark Advisory Group LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.8% during the first quarter. Investmark Advisory Group LLC now owns 37,330 shares of the company’s stock valued at $2,032,000 after buying an additional 279 shares in the last quarter. Finally, Tranquility Partners LLC grew its stake in Dimensional U.S. Targeted Value ETF by 7.9% during the 1st quarter. Tranquility Partners LLC now owns 4,596 shares of the company’s stock valued at $250,000 after acquiring an additional 338 shares in the last quarter.
Dimensional U.S. Targeted Value ETF Price Performance
Shares of DFAT opened at $54.82 on Monday. The business’s 50-day moving average is $54.91 and its 200-day moving average is $53.69. The company has a market capitalization of $10.15 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $43.91 and a fifty-two week high of $58.09.
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.
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