Dimensional U.S. Targeted Value ETF $DFAT is Abacus Wealth Partners LLC’s 3rd Largest Position

Abacus Wealth Partners LLC lowered its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.1% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,441,668 shares of the company’s stock after selling 30,523 shares during the period. Dimensional U.S. Targeted Value ETF makes up 12.1% of Abacus Wealth Partners LLC’s holdings, making the stock its 3rd biggest holding. Abacus Wealth Partners LLC owned approximately 0.72% of Dimensional U.S. Targeted Value ETF worth $83,920,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Caprock Group LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at $1,748,000. TFO Wealth Partners LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 6.6% during the 2nd quarter. TFO Wealth Partners LLC now owns 382,974 shares of the company’s stock worth $20,665,000 after purchasing an additional 23,648 shares during the period. Merit Financial Group LLC raised its position in Dimensional U.S. Targeted Value ETF by 61.9% in the 3rd 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 acquired a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $717,000. Finally, HB Wealth Management LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 531.4% in the 3rd quarter. HB Wealth Management LLC now owns 66,579 shares of the company’s stock valued at $3,876,000 after buying an additional 56,034 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $65.09 on Friday. The business has a 50-day simple moving average of $63.52 and a 200-day simple moving average of $60.04. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $67.46. The company has a market cap of $13.30 billion, a PE ratio of 12.39 and a beta of 1.04.

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.