Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stake Lifted by Carlson Capital Management

Carlson Capital Management increased its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 13.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 103,121 shares of the company’s stock after purchasing an additional 12,064 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 0.2% of Carlson Capital Management’s holdings, making the stock its 22nd biggest position. Carlson Capital Management owned about 0.06% of Dimensional U.S. Targeted Value ETF worth $5,737,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in DFAT. Creative Planning grew its position in Dimensional U.S. Targeted Value ETF by 4.1% during the 2nd 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 boosted its position in shares of Dimensional U.S. Targeted Value ETF by 1.8% in the third 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. Savant Capital LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.6% during the second quarter. Savant Capital LLC now owns 4,846,930 shares of the company’s stock valued at $251,410,000 after buying an additional 29,571 shares in the last quarter. Pure Financial Advisors LLC raised its position in Dimensional U.S. Targeted Value ETF by 28.9% during the third 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 during the period. Finally, Wealth Enhancement Advisory Services LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 2.5% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 2,353,277 shares of the company’s stock worth $122,064,000 after acquiring an additional 57,397 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.9 %

NYSEARCA DFAT traded down $0.55 during trading on Tuesday, reaching $60.49. 20,683 shares of the company’s stock were exchanged, compared to its average volume of 237,858. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $46.36 and a fifty-two week high of $61.75. The company’s fifty day simple moving average is $56.37 and its 200-day simple moving average is $54.44. The firm has a market capitalization of $11.20 billion, a PE ratio of 9.99 and a beta of 1.12.

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.