Cloud Capital Management LLC Lowers Position in Dimensional U.S. Targeted Value ETF $DFAT

Cloud Capital Management LLC lessened its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 41.2% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,261 shares of the company’s stock after selling 3,679 shares during the period. Cloud Capital Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $284,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Focus Partners Wealth increased its stake in Dimensional U.S. Targeted Value ETF by 6.5% in the first quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock valued at $668,598,000 after acquiring an additional 797,094 shares during the last quarter. Forum Financial Management LP increased its stake 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. Focus Partners Advisor Solutions LLC increased its stake in Dimensional U.S. Targeted Value ETF by 2.0% in the first quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock valued at $253,093,000 after acquiring an additional 95,097 shares during the last quarter. Pure Financial Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 7.8% in the second quarter. Pure Financial Advisors LLC now owns 4,601,657 shares of the company’s stock valued at $248,305,000 after acquiring an additional 331,821 shares during the last quarter. Finally, EP Wealth Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 35.2% in the first quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock valued at $155,304,000 after acquiring an additional 784,895 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 0.8%

DFAT opened at $56.61 on Wednesday. The stock has a market cap of $11.29 billion, a PE ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $61.75. The business’s fifty day simple moving average is $58.18 and its 200 day simple moving average is $55.23.

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.