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

Forum Financial Management LP grew its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.4% in the 1st quarter, HoldingsChannel reports. The fund owned 10,349,578 shares of the company’s stock after buying an additional 142,102 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 9.1% of Forum Financial Management LP’s holdings, making the stock its 3rd biggest holding. Forum Financial Management LP owned approximately 0.05% of Dimensional U.S. Targeted Value ETF worth $646,331,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC increased its stake in Dimensional U.S. Targeted Value ETF by 22.3% during the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after purchasing an additional 3,799 shares in the last quarter. Goldman Sachs Group Inc. bought a new position in shares of Dimensional U.S. Targeted Value ETF in the first quarter valued at $1,376,000. NewEdge Advisors LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.4% during the second quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock valued at $5,347,000 after buying an additional 1,393 shares during the last quarter. Sei Investments Co. acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the second quarter valued at about $703,000. Finally, Main Street Financial Solutions LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.4% during the second quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock valued at $2,264,000 after buying an additional 576 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $69.86 on Tuesday. Dimensional U.S. Targeted Value ETF has a one year low of $52.83 and a one year high of $70.25. The company has a market cap of $14.24 billion, a PE ratio of 12.39 and a beta of 0.97. The firm has a 50-day moving average of $67.38 and a 200-day moving average of $64.58.

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.