Bayshore Asset Management LLC lessened its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 0.9% in the fourth quarter, Holdings Channel.com reports. The fund owned 825,030 shares of the company’s stock after selling 7,711 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 21.1% of Bayshore Asset Management LLC’s holdings, making the stock its largest position. Bayshore Asset Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $45,921,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in DFAT. Creative Planning lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the second quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after purchasing an additional 555,638 shares in the last quarter. Forum Financial Management LP grew its stake in Dimensional U.S. Targeted Value ETF by 1.8% in the third quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after purchasing an additional 154,338 shares in the last quarter. Pure Financial Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 28.9% in the 3rd quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock worth $197,951,000 after acquiring an additional 797,607 shares in the last quarter. Asset Dedication LLC increased its stake in Dimensional U.S. Targeted Value ETF by 4.3% during the third quarter. Asset Dedication LLC now owns 2,193,323 shares of the company’s stock valued at $122,015,000 after purchasing an additional 90,019 shares during the last quarter. Finally, RW Investment Management LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 4.0% during the 2nd quarter. RW Investment Management LLC now owns 1,889,949 shares of the company’s stock valued at $98,032,000 after buying an additional 72,224 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Price Performance
NYSEARCA:DFAT opened at $57.37 on Monday. Dimensional U.S. Targeted Value ETF has a 12-month low of $49.34 and a 12-month high of $61.75. The business has a 50 day simple moving average of $57.78 and a 200 day simple moving average of $55.77. The firm has a market capitalization of $10.62 billion, a P/E ratio of 9.99 and a beta of 1.12.
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.
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