Dimensional U.S. Targeted Value ETF $DFAT is Trust Co of the South’s Largest Position

Trust Co of the South boosted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.3% during the fourth quarter, HoldingsChannel reports. The fund owned 1,820,738 shares of the company’s stock after buying an additional 41,665 shares during the period. Dimensional U.S. Targeted Value ETF comprises 17.4% of Trust Co of the South’s holdings, making the stock its biggest position. Trust Co of the South’s holdings in Dimensional U.S. Targeted Value ETF were worth $108,407,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. CoreFirst Bank & Trust purchased a new stake in Dimensional U.S. Targeted Value ETF in the third quarter valued at $26,000. CIBC Private Wealth Group LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after purchasing an additional 243 shares during the period. IAG Wealth Partners LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 350.8% during the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after purchasing an additional 663 shares during the last quarter. McIlrath & Eck LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 70.7% in the 3rd quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock valued at $71,000 after buying an additional 507 shares during the period. Finally, Retirement Wealth Solutions LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at about $72,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $61.11 on Friday. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $67.46. The firm has a market cap of $12.48 billion, a PE ratio of 12.39 and a beta of 1.04. The company has a 50-day moving average of $64.07 and a two-hundred day moving average of $60.52.

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.