Private Trust Co. NA Purchases 563 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Private Trust Co. NA boosted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,032 shares of the company’s stock after buying an additional 563 shares during the quarter. Private Trust Co. NA’s holdings in Dimensional U.S. Targeted Value ETF were worth $391,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in DFAT. Creative Planning raised its stake in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the second quarter. Creative Planning now owns 14,250,654 shares of the company’s stock valued at $739,182,000 after acquiring an additional 555,638 shares during the last quarter. Forum Financial Management LP raised its position in Dimensional U.S. Targeted Value ETF by 1.8% during the 3rd quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after purchasing an additional 154,338 shares during the last quarter. Savant Capital LLC raised its position in Dimensional U.S. Targeted Value ETF by 0.6% during the 2nd quarter. Savant Capital LLC now owns 4,846,930 shares of the company’s stock worth $251,410,000 after purchasing an additional 29,571 shares during the last quarter. Pure Financial Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 28.9% in the 3rd 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 last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its position in shares of 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 valued at $122,064,000 after buying an additional 57,397 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $60.42 on Thursday. The business has a 50-day moving average of $56.49 and a 200-day moving average of $54.49. Dimensional U.S. Targeted Value ETF has a 1 year low of $46.36 and a 1 year high of $61.75. The company has a market capitalization of $11.18 billion, a price-to-earnings 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.