Dimensional U.S. Targeted Value ETF $DFAT Stock Sold by Trust Co of the South

Trust Co of the South decreased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 7.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,629,605 shares of the company’s stock after selling 124,505 shares during the period. Dimensional U.S. Targeted Value ETF comprises 15.2% of Trust Co of the South’s portfolio, making the stock its largest holding. Trust Co of the South owned 0.79% of Dimensional U.S. Targeted Value ETF worth $108,271,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Forum Financial Management LP raised its holdings in Dimensional U.S. Targeted Value ETF by 1.4% during the first quarter. Forum Financial Management LP now owns 10,349,578 shares of the company’s stock worth $646,331,000 after purchasing an additional 142,102 shares in the last quarter. Apella Capital LLC lifted its position in Dimensional U.S. Targeted Value ETF by 29.3% in the first 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. Sequoia Financial Advisors LLC boosted its holdings in 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 valued at $97,261,000 after purchasing an additional 18,136 shares in the last quarter. Bank of America Corp DE boosted its holdings in Dimensional U.S. Targeted Value ETF by 17.3% in the 1st quarter. Bank of America Corp DE now owns 1,531,232 shares of the company’s stock valued at $95,625,000 after purchasing an additional 225,621 shares in the last quarter. Finally, Earned Wealth Advisors LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 2.6% in the 1st quarter. Earned Wealth Advisors LLC now owns 1,495,511 shares of the company’s stock valued at $93,395,000 after purchasing an additional 37,651 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 1.1%

NYSEARCA DFAT opened at $69.34 on Friday. The business’s 50 day moving average is $69.44 and its two-hundred day moving average is $68.69. Dimensional U.S. Targeted Value ETF has a 12-month low of $55.12 and a 12-month high of $72.81. The stock has a market capitalization of $14.29 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99.

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.