Cresset Asset Management LLC Reduces Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Cresset Asset Management LLC cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 25.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 51,003 shares of the company’s stock after selling 17,097 shares during the period. Cresset Asset Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,839,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Forum Financial Management LP raised its holdings in Dimensional U.S. Targeted Value ETF by 0.3% during the fourth quarter. Forum Financial Management LP now owns 8,810,690 shares of the company’s stock valued at $490,403,000 after acquiring an additional 27,311 shares during the period. Pure Financial Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 12.9% in the 4th quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock worth $223,579,000 after purchasing an additional 458,509 shares in the last quarter. Jackson Thornton Wealth Management LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 3.3% during the 4th quarter. Jackson Thornton Wealth Management LLC now owns 2,954,177 shares of the company’s stock valued at $164,430,000 after purchasing an additional 95,256 shares during the last quarter. Asset Dedication LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 4.2% during the fourth quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock valued at $127,159,000 after purchasing an additional 91,246 shares in the last quarter. Finally, Abacus Wealth Partners LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 11.1% in the fourth quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock worth $73,588,000 after purchasing an additional 132,428 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $51.23 on Friday. The business’s 50 day simple moving average is $49.83 and its 200-day simple moving average is $54.62. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $61.75. The stock has a market capitalization of $10.04 billion, a price-to-earnings ratio of 11.68 and a beta of 1.05.

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.