Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stake Trimmed by Curi RMB Capital LLC

Curi RMB Capital LLC cut its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 28,254 shares of the company’s stock after selling 385 shares during the quarter. Curi RMB Capital LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,572,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in DFAT. Creative Planning boosted its holdings 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 worth $739,182,000 after purchasing an additional 555,638 shares during the period. Forum Financial Management LP increased its stake 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 acquiring an additional 154,338 shares during the last quarter. Savant Capital LLC raised 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 worth $251,410,000 after acquiring an additional 29,571 shares in the last quarter. Pure Financial Advisors LLC boosted 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 purchasing an additional 797,607 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its stake in Dimensional U.S. Targeted Value ETF by 2.5% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 2,353,277 shares of the company’s stock valued at $122,064,000 after purchasing an additional 57,397 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT opened at $58.14 on Friday. The company has a market capitalization of $10.76 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $45.93 and a fifty-two week high of $60.41. The business has a 50-day moving average of $55.64 and a 200-day moving average of $54.13.

Dimensional U.S. Targeted Value ETF 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.