Trust Co of the South reduced its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 1.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,807,844 shares of the company’s stock after selling 19,749 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 20.5% of Trust Co of the South’s investment portfolio, making the stock its biggest position. Trust Co of the South’s holdings in Dimensional U.S. Targeted Value ETF were worth $100,624,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Fortress Wealth Management Inc. lifted its position in Dimensional U.S. Targeted Value ETF by 0.5% during the 3rd quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock worth $2,009,000 after buying an additional 193 shares in the last quarter. Clear Creek Financial Management LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 2.0% in the third quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock worth $561,000 after acquiring an additional 200 shares during the last quarter. Brookstone Capital Management lifted its position in shares of Dimensional U.S. Targeted Value ETF by 5.2% during the third quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock worth $227,000 after purchasing an additional 202 shares in the last quarter. Foundations Investment Advisors LLC increased its holdings in shares of 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 valued at $280,000 after purchasing an additional 209 shares in the last quarter. Finally, tru Independence LLC raised its position in Dimensional U.S. Targeted Value ETF by 5.1% in the 3rd quarter. tru Independence LLC now owns 4,494 shares of the company’s stock worth $250,000 after purchasing an additional 217 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Stock Down 0.4 %
NYSEARCA:DFAT traded down $0.23 during trading hours on Thursday, hitting $55.43. 301,245 shares of the stock were exchanged, compared to its average volume of 241,165. The company’s 50 day moving average is $57.85 and its two-hundred day moving average is $55.36. The company has a market capitalization of $10.26 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a twelve month low of $49.18 and a twelve month high of $61.75.
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.
Featured Articles
- Five stocks we like better than Dimensional U.S. Targeted Value ETF
- Insider Trading – What You Need to Know
- 3 Legacy Tech Companies Reemerging as AI LeadersÂ
- What Are Growth Stocks and Investing in Them
- Analysts’ Favorite Cybersecurity Stocks: 3 Top Picks
- Consumer Staples Stocks, Explained
- Analysts Are Bullish: 3 Tech Giants With Upgraded Price Targets
Want to see what other hedge funds are holding DFAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report).
Receive News & Ratings for Dimensional U.S. Targeted Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional U.S. Targeted Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.