Quantum Financial Advisors LLC Lowers Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Quantum Financial Advisors LLC cut its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 297,456 shares of the company’s stock after selling 12,658 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 2.3% of Quantum Financial Advisors LLC’s portfolio, making the stock its 12th largest holding. Quantum Financial Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $16,556,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Creative Planning boosted its position in Dimensional U.S. Targeted Value ETF by 4.1% during the second quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after purchasing an additional 555,638 shares in the last quarter. Forum Financial Management LP raised its stake in shares of Dimensional U.S. Targeted Value ETF by 1.8% during the 3rd quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after buying an additional 154,338 shares during the period. Pure Financial Advisors LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 28.9% during the 3rd quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after buying an additional 797,607 shares in the last quarter. Asset Dedication LLC grew its stake in Dimensional U.S. Targeted Value ETF by 4.3% in the 3rd quarter. Asset Dedication LLC now owns 2,193,323 shares of the company’s stock valued at $122,015,000 after acquiring an additional 90,019 shares during the period. Finally, RW Investment Management LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 4.0% in the 2nd quarter. RW Investment Management LLC now owns 1,889,949 shares of the company’s stock worth $98,032,000 after acquiring an additional 72,224 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $55.22 on Tuesday. The stock has a market capitalization of $10.22 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $49.18 and a fifty-two week high of $61.75. The company has a fifty day moving average of $57.91 and a two-hundred day moving average of $55.62.

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.