Cypress Point Wealth Management LLC decreased its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 17.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 24,365 shares of the company’s stock after selling 5,233 shares during the quarter. Cypress Point Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,356,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also made changes to their positions in the company. Fortress Wealth Management Inc. lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.5% during the 3rd quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock worth $2,009,000 after acquiring an additional 193 shares during the last quarter. Clear Creek Financial Management LLC increased its stake in Dimensional U.S. Targeted Value ETF by 2.0% in the third quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock worth $561,000 after purchasing an additional 200 shares during the period. Brookstone Capital Management boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 5.2% during the third quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock valued at $227,000 after purchasing an additional 202 shares during the period. Foundations Investment Advisors LLC increased its stake in Dimensional U.S. Targeted Value ETF by 4.3% in the 3rd quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock worth $280,000 after buying an additional 209 shares during the period. Finally, tru Independence LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 5.1% during the third quarter. tru Independence LLC now owns 4,494 shares of the company’s stock worth $250,000 after acquiring an additional 217 shares during the period.
Dimensional U.S. Targeted Value ETF Stock Down 0.2 %
Shares of NYSEARCA:DFAT opened at $57.62 on Friday. The business’s 50 day moving average is $57.64 and its 200 day moving average is $55.96. The stock has a market cap of $10.67 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 52-week low of $49.60 and a 52-week high of $61.75.
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.
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