Red Lighthouse Investment Management LLC Reduces Stock Position in Dimensional U.S. Targeted Value ETF $DFAT

Red Lighthouse Investment Management LLC lessened its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 9.5% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 94,630 shares of the company’s stock after selling 9,914 shares during the period. Dimensional U.S. Targeted Value ETF makes up 2.0% of Red Lighthouse Investment Management LLC’s holdings, making the stock its 10th largest position. Red Lighthouse Investment Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,106,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of DFAT. Focus Partners Wealth raised its stake in shares of Dimensional U.S. Targeted Value ETF by 6.5% in the 1st quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock worth $668,598,000 after buying an additional 797,094 shares in the last quarter. EP Wealth Advisors LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 35.2% in the 1st quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock worth $155,304,000 after buying an additional 784,895 shares in the last quarter. Elser Financial Planning Inc bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter worth $38,598,000. Liberty Wealth Management LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 343.5% in the 1st quarter. Liberty Wealth Management LLC now owns 617,873 shares of the company’s stock worth $31,814,000 after buying an additional 478,543 shares in the last quarter. Finally, Forum Financial Management LP raised its stake in shares of Dimensional U.S. Targeted Value ETF by 5.4% in the 2nd quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock worth $504,718,000 after buying an additional 476,529 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT opened at $58.30 on Monday. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $61.75. The stock’s fifty day moving average is $58.20 and its 200-day moving average is $54.68. The company has a market capitalization of $11.62 billion, a PE ratio of 12.39 and a beta of 0.94.

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.