Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stake Trimmed by TFC Financial Management Inc.

TFC Financial Management Inc. reduced its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 537,373 shares of the company’s stock after selling 3,164 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 4.7% of TFC Financial Management Inc.’s investment portfolio, making the stock its 6th biggest holding. TFC Financial Management Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $29,910,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. increased its stake in Dimensional U.S. Targeted Value ETF by 13.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 259,750 shares of the company’s stock worth $14,450,000 after buying an additional 30,351 shares during the period. FMR LLC increased its stake in Dimensional U.S. Targeted Value ETF by 12.6% during the 3rd quarter. FMR LLC now owns 20,950 shares of the company’s stock worth $1,165,000 after buying an additional 2,349 shares during the period. Summit Trail Advisors LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 24.5% in the 3rd quarter. Summit Trail Advisors LLC now owns 17,382 shares of the company’s stock valued at $967,000 after purchasing an additional 3,424 shares during the last quarter. SC&H Financial Advisors Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 3.8% in the 3rd quarter. SC&H Financial Advisors Inc. now owns 75,063 shares of the company’s stock valued at $4,176,000 after purchasing an additional 2,735 shares during the last quarter. Finally, International Assets Investment Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at approximately $6,259,000.

Dimensional U.S. Targeted Value ETF Trading Down 1.5 %

Shares of NYSEARCA:DFAT opened at $56.41 on Thursday. Dimensional U.S. Targeted Value ETF has a 52 week low of $49.73 and a 52 week high of $61.75. The company’s 50 day moving average is $56.97 and its two-hundred day moving average is $56.17. The company has a market cap of $10.44 billion, a PE ratio of 9.99 and a beta of 1.12.

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.