Dimensional U.S. Targeted Value ETF $DFAT Stake Cut by Trust Co of the South

Trust Co of the South lowered its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,754,110 shares of the company’s stock after selling 36,380 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 17.3% of Trust Co of the South’s investment portfolio, making the stock its largest position. Trust Co of the South owned about 0.86% of Dimensional U.S. Targeted Value ETF worth $122,612,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in DFAT. Focus Partners Wealth lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the fourth quarter. Focus Partners Wealth now owns 13,284,203 shares of the company’s stock worth $790,941,000 after buying an additional 40,703 shares in the last quarter. Forum Financial Management LP boosted its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the first quarter. Forum Financial Management LP now owns 10,349,578 shares of the company’s stock valued at $646,331,000 after acquiring an additional 142,102 shares during the period. Pure Financial Advisors LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 7.5% in the fourth quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock valued at $317,373,000 after acquiring an additional 371,114 shares during the period. Focus Partners Advisor Solutions LLC grew its stake in Dimensional U.S. Targeted Value ETF by 21.0% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock valued at $315,254,000 after acquiring an additional 919,456 shares in the last quarter. Finally, EP Wealth Advisors LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $249,084,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $70.73 on Monday. The firm’s 50 day simple moving average is $69.14 and its 200 day simple moving average is $66.16. The firm has a market capitalization of $14.47 billion, a PE ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 1-year low of $52.83 and a 1-year high of $71.74.

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.