Fortitude Family Office LLC Acquires 8,603 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Fortitude Family Office LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 14.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 68,868 shares of the company’s stock after purchasing an additional 8,603 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 1.0% of Fortitude Family Office LLC’s portfolio, making the stock its 27th biggest holding. Fortitude Family Office LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,100,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Caprock Group LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $1,748,000. Merit Financial Group LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 61.9% in the third quarter. Merit Financial Group LLC now owns 40,251 shares of the company’s stock valued at $2,343,000 after purchasing an additional 15,397 shares in the last quarter. Discipline Wealth Solutions LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at $717,000. HB Wealth Management LLC increased its position in Dimensional U.S. Targeted Value ETF by 531.4% in the third quarter. HB Wealth Management LLC now owns 66,579 shares of the company’s stock worth $3,876,000 after purchasing an additional 56,034 shares during the last quarter. Finally, Bedel Financial Consulting Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 20.3% during the third quarter. Bedel Financial Consulting Inc. now owns 60,415 shares of the company’s stock valued at $3,517,000 after purchasing an additional 10,180 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 2.0%

DFAT stock opened at $62.45 on Wednesday. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $67.46. The company has a fifty day simple moving average of $63.90 and a two-hundred day simple moving average of $60.71. The firm has a market capitalization of $12.76 billion, a P/E ratio of 12.39 and a beta of 1.04.

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.