Truepoint Inc. Reduces Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Truepoint Inc. lowered its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,470,317 shares of the company’s stock after selling 15,299 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 2.2% of Truepoint Inc.’s investment portfolio, making the stock its 12th biggest holding. Truepoint Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $81,838,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of DFAT. Caprock Group LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 154.8% during the third quarter. Caprock Group LLC now owns 34,155 shares of the company’s stock valued at $1,900,000 after purchasing an additional 20,750 shares during the last quarter. Howe & Rusling Inc. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at approximately $61,000. Activest Wealth Management boosted its holdings in Dimensional U.S. Targeted Value ETF by 2.0% in the 3rd quarter. Activest Wealth Management now owns 144,017 shares of the company’s stock worth $8,012,000 after buying an additional 2,806 shares during the period. Altiora Financial Group LLC grew its stake in Dimensional U.S. Targeted Value ETF by 15.9% in the 3rd quarter. Altiora Financial Group LLC now owns 207,677 shares of the company’s stock valued at $11,553,000 after buying an additional 28,455 shares in the last quarter. Finally, Raymond James Trust N.A. bought a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at $208,000.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $52.44 on Friday. The company has a market cap of $10.23 billion, a P/E ratio of 13.05 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a 1 year low of $50.16 and a 1 year high of $61.75. The stock’s fifty day moving average price is $55.42 and its two-hundred day moving average price is $56.11.

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.