Fortitude Family Office LLC Has $2.56 Million Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Fortitude Family Office LLC lessened its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATFree Report) by 40.9% in the second quarter, according to its most recent filing with the SEC. The firm owned 47,429 shares of the company’s stock after selling 32,835 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 0.8% of Fortitude Family Office LLC’s investment portfolio, making the stock its 29th largest holding. Fortitude Family Office LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,559,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in DFAT. Rossby Financial LCC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $26,000. EQ Wealth Advisors LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $28,000. Integrity Financial Corp WA bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $36,000. Albion Financial Group UT bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $67,000. Finally, Crewe Advisors LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $78,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $58.75 on Tuesday. The stock has a market capitalization of $11.64 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $61.75. The stock’s 50 day moving average price is $57.00 and its two-hundred day moving average price is $53.46.

About Dimensional U.S. Targeted Value ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

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