Dimensional U.S. Targeted Value ETF $DFAT is TFO Wealth Partners LLC’s 5th Largest Position

TFO Wealth Partners LLC increased its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 396,409 shares of the company’s stock after purchasing an additional 15,141 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 3.5% of TFO Wealth Partners LLC’s investment portfolio, making the stock its 5th largest position. TFO Wealth Partners LLC owned approximately 0.19% of Dimensional U.S. Targeted Value ETF worth $23,602,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in the stock. Focus Partners Wealth increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 3.8% in the 3rd quarter. Focus Partners Wealth now owns 13,243,500 shares of the company’s stock valued at $770,880,000 after purchasing an additional 485,231 shares in the last quarter. Forum Financial Management LP increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.7% in the 4th quarter. Forum Financial Management LP now owns 10,207,476 shares of the company’s stock valued at $607,753,000 after purchasing an additional 454,334 shares in the last quarter. Pure Financial Advisors LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 7.5% in the 4th quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock valued at $317,373,000 after purchasing an additional 371,114 shares in the last quarter. Savant Capital LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 0.6% during the 3rd quarter. Savant Capital LLC now owns 4,974,930 shares of the company’s stock valued at $289,591,000 after acquiring an additional 29,718 shares in the last quarter. Finally, Asset Dedication LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 3.5% during the 4th quarter. Asset Dedication LLC now owns 2,600,142 shares of the company’s stock valued at $154,812,000 after acquiring an additional 87,070 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.6%

NYSEARCA:DFAT opened at $65.84 on Thursday. The firm has a 50-day moving average price of $64.12 and a two-hundred day moving average price of $62.24. Dimensional U.S. Targeted Value ETF has a twelve month low of $50.75 and a twelve month high of $67.94. The company has a market capitalization of $13.42 billion, a P/E ratio of 12.39 and a beta of 0.99.

Dimensional U.S. Targeted Value ETF Company 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.