Rise Advisors LLC Lowers Position in Dimensional U.S. Targeted Value ETF $DFAT

Rise Advisors LLC decreased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 99.8% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 493 shares of the company’s stock after selling 233,655 shares during the period. Rise Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $29,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. Focus Partners Wealth boosted its holdings 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 valued at $668,598,000 after purchasing an additional 797,094 shares during the last quarter. EP Wealth Advisors LLC raised its position 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 during the period. Elser Financial Planning Inc acquired a new position in Dimensional U.S. Targeted Value ETF in the second quarter valued at $38,598,000. Forum Financial Management LP boosted its holdings in Dimensional U.S. Targeted Value ETF by 5.4% in the second quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock valued at $504,718,000 after acquiring an additional 476,529 shares during the last quarter. Finally, Financial Harvest LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the second quarter valued at about $24,493,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $60.40 on Friday. The business has a 50-day moving average of $58.05 and a two-hundred day moving average of $56.84. The firm has a market capitalization of $12.05 billion, a PE ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 12 month low of $44.01 and a 12 month high of $61.77.

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.