Index Fund Advisors Inc. Trims Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Index Fund Advisors Inc. cut its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,196,286 shares of the company’s stock after selling 173,233 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 21.6% of Index Fund Advisors Inc.’s investment portfolio, making the stock its 2nd largest holding. Index Fund Advisors Inc. owned about 3.89% of Dimensional U.S. Targeted Value ETF worth $400,545,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also added to or reduced their stakes in DFAT. Fortress Wealth Management Inc. lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.5% in the 3rd quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock valued at $2,009,000 after purchasing an additional 193 shares during the period. Clear Creek Financial Management LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 2.0% in the third quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock valued at $561,000 after buying an additional 200 shares during the period. Brookstone Capital Management boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 5.2% during the 3rd quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock worth $227,000 after buying an additional 202 shares in the last quarter. Foundations Investment Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 4.3% during the 3rd quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock worth $280,000 after buying an additional 209 shares during the period. Finally, tru Independence LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 5.1% in the 3rd quarter. tru Independence LLC now owns 4,494 shares of the company’s stock valued at $250,000 after acquiring an additional 217 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.2 %

Dimensional U.S. Targeted Value ETF stock opened at $57.04 on Tuesday. The company has a market capitalization of $10.56 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12-month low of $49.73 and a 12-month high of $61.75. The firm’s fifty day moving average is $57.11 and its 200 day moving average is $56.17.

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.