Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) is Red Lighthouse Investment Management LLC’s 9th Largest Position

Red Lighthouse Investment Management LLC lessened its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.6% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 106,405 shares of the company’s stock after selling 2,801 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 2.3% of Red Lighthouse Investment Management LLC’s portfolio, making the stock its 9th largest position. Red Lighthouse Investment Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,568,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of the business. Forum Financial Management LP increased its stake in Dimensional U.S. Targeted Value ETF by 7.2% in the 3rd quarter. Forum Financial Management LP now owns 8,948,684 shares of the company’s stock worth $408,865,000 after buying an additional 599,382 shares in the last quarter. Savant Capital LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 9.6% during the third quarter. Savant Capital LLC now owns 5,108,102 shares of the company’s stock valued at $233,389,000 after purchasing an additional 446,501 shares in the last quarter. Mercer Global Advisors Inc. ADV grew its position in shares of Dimensional U.S. Targeted Value ETF by 9.4% during the third quarter. Mercer Global Advisors Inc. ADV now owns 2,691,662 shares of the company’s stock valued at $122,982,000 after purchasing an additional 230,555 shares in the last quarter. Modera Wealth Management LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 190.9% during the third quarter. Modera Wealth Management LLC now owns 2,690,524 shares of the company’s stock valued at $122,930,000 after purchasing an additional 1,765,548 shares in the last quarter. Finally, Trust Co of the South purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at about $100,019,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock traded up $0.34 during trading on Friday, reaching $52.00. 190,521 shares of the stock traded hands, compared to its average volume of 251,808. The company has a market capitalization of $9.62 billion, a price-to-earnings ratio of 9.58 and a beta of 0.94. The business has a fifty day simple moving average of $52.17 and a two-hundred day simple moving average of $49.80. Dimensional U.S. Targeted Value ETF has a 52-week low of $41.16 and a 52-week high of $54.64.

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.