Forum Financial Management LP Acquires 399,577 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Forum Financial Management LP boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.3% in the 3rd quarter, Holdings Channel reports. The fund owned 9,753,142 shares of the company’s stock after acquiring an additional 399,577 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 7.8% of Forum Financial Management LP’s holdings, making the stock its 3rd largest holding. Forum Financial Management LP’s holdings in Dimensional U.S. Targeted Value ETF were worth $567,730,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Trust Co. of Toledo NA OH acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth approximately $27,000. Hantz Financial Services Inc. purchased a new position in Dimensional U.S. Targeted Value ETF during the second quarter worth approximately $53,000. Ameritas Advisory Services LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the second quarter worth $69,000. McIlrath & Eck LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 70.7% during the third quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock worth $71,000 after buying an additional 507 shares during the last quarter. Finally, Retirement Wealth Solutions LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $72,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.5%

NYSEARCA DFAT opened at $62.51 on Friday. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $62.69. The business’s fifty day simple moving average is $59.11 and its 200-day simple moving average is $57.74. The firm has a market cap of $12.60 billion, a PE ratio of 12.39 and a beta of 1.04.

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.