Dimensional U.S. Targeted Value ETF $DFAT Stake Raised by Asset Dedication LLC

Asset Dedication LLC raised its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,600,142 shares of the company’s stock after purchasing an additional 87,070 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 10.2% of Asset Dedication LLC’s holdings, making the stock its 2nd largest holding. Asset Dedication LLC owned 1.29% of Dimensional U.S. Targeted Value ETF worth $154,812,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Focus Partners Wealth raised its position in Dimensional U.S. Targeted Value ETF by 3.8% in the third quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock valued at $770,880,000 after purchasing an additional 485,231 shares during the period. Forum Financial Management LP raised its position in Dimensional U.S. Targeted Value ETF by 4.3% in the third quarter. Forum Financial Management LP now owns 9,753,142 shares of the company’s stock valued at $567,730,000 after purchasing an additional 399,577 shares during the period. Index Fund Advisors Inc. raised its position in Dimensional U.S. Targeted Value ETF by 5.7% in the third quarter. Index Fund Advisors Inc. now owns 6,520,506 shares of the company’s stock valued at $379,559,000 after purchasing an additional 349,087 shares during the period. Savant Capital LLC raised its position in Dimensional U.S. Targeted Value ETF by 0.6% in the third quarter. Savant Capital LLC now owns 4,974,930 shares of the company’s stock valued at $289,591,000 after purchasing an additional 29,718 shares during the period. Finally, Pure Financial Advisors LLC raised its position in Dimensional U.S. Targeted Value ETF by 7.8% in the third quarter. Pure Financial Advisors LLC now owns 4,959,303 shares of the company’s stock valued at $288,681,000 after purchasing an additional 357,646 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Up 1.8%

DFAT stock opened at $66.23 on Friday. The company has a market capitalization of $13.46 billion, a PE ratio of 12.39 and a beta of 1.01. Dimensional U.S. Targeted Value ETF has a 12-month low of $46.01 and a 12-month high of $67.46. The business’s fifty day moving average price is $63.91 and its 200 day moving average price is $61.18.

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.