Caprock Group LLC lifted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 154.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 34,155 shares of the company’s stock after buying an additional 20,750 shares during the quarter. Caprock Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,900,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DFAT. Creative Planning grew its position in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the 2nd quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after buying an additional 555,638 shares during the period. Forum Financial Management LP grew its position in shares of Dimensional U.S. Targeted Value ETF by 1.8% during the 3rd quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after buying an additional 154,338 shares during the period. Savant Capital LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the 2nd quarter. Savant Capital LLC now owns 4,846,930 shares of the company’s stock worth $251,410,000 after buying an additional 29,571 shares during the period. Pure Financial Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 28.9% during the 3rd quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock worth $197,951,000 after buying an additional 797,607 shares during the period. Finally, Wealth Enhancement Advisory Services LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 2.5% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 2,353,277 shares of the company’s stock worth $122,064,000 after buying an additional 57,397 shares during the period.
Dimensional U.S. Targeted Value ETF Trading Up 0.3 %
Dimensional U.S. Targeted Value ETF stock opened at $58.20 on Thursday. The firm has a market capitalization of $10.77 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1 year low of $46.36 and a 1 year high of $60.41. The business has a 50-day moving average of $55.99 and a 200-day moving average of $54.28.
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.
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