Dimensional U.S. Targeted Value ETF $DFAT Shares Purchased by Forum Financial Management LP

Forum Financial Management LP boosted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,399,775 shares of the company’s stock after buying an additional 16,194 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 9.0% of Forum Financial Management LP’s portfolio, making the stock its 3rd biggest position. Forum Financial Management LP owned about 5.05% of Dimensional U.S. Targeted Value ETF worth $690,961,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Corient Private Wealth LLC lifted its position in Dimensional U.S. Targeted Value ETF by 208.5% in the fourth quarter. Corient Private Wealth LLC now owns 2,724,033 shares of the company’s stock valued at $162,189,000 after purchasing an additional 1,841,154 shares during the last quarter. Apella Capital LLC increased its position in Dimensional U.S. Targeted Value ETF by 29.3% during the 1st quarter. Apella Capital LLC now owns 2,132,827 shares of the company’s stock valued at $141,257,000 after purchasing an additional 483,687 shares during the period. Bank of America Corp DE increased its position in shares of Dimensional U.S. Targeted Value ETF by 17.3% during the first quarter. Bank of America Corp DE now owns 1,531,232 shares of the company’s stock valued at $95,625,000 after buying an additional 225,621 shares during the period. Earned Wealth Advisors LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.6% during the 1st quarter. Earned Wealth Advisors LLC now owns 1,495,511 shares of the company’s stock worth $93,395,000 after acquiring an additional 37,651 shares during the period. Finally, Sequoia Financial Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 1.3% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 1,391,428 shares of the company’s stock worth $97,261,000 after buying an additional 18,136 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $67.97 on Friday. The company’s 50-day simple moving average is $69.73 and its 200 day simple moving average is $68.47. Dimensional U.S. Targeted Value ETF has a one year low of $55.12 and a one year high of $72.81. The firm has a market capitalization of $14.00 billion, a P/E ratio of 12.39 and a beta of 0.99.

About Dimensional U.S. Targeted Value ETF

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.