Dimensional U.S. Targeted Value ETF $DFAT Stake Lessened by Trust Co of the South

Trust Co of the South lowered its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 7.1% in the third quarter, Holdings Channel.com reports. The firm owned 1,629,605 shares of the company’s stock after selling 124,505 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 15.2% of Trust Co of the South’s investment portfolio, making the stock its largest holding. Trust Co of the South’s holdings in Dimensional U.S. Targeted Value ETF were worth $108,271,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Seamount Financial Group Inc. purchased a new position in Dimensional U.S. Targeted Value ETF during the third quarter worth about $655,000. Kings Path Partners LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth about $13,116,000. City State Bank boosted its stake in Dimensional U.S. Targeted Value ETF by 1.6% in the 3rd quarter. City State Bank now owns 143,893 shares of the company’s stock worth $9,560,000 after buying an additional 2,319 shares during the last quarter. Ironwood Financial llc purchased a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $238,000. Finally, Sensible Money LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 5.0% in the 3rd quarter. Sensible Money LLC now owns 1,145,671 shares of the company’s stock valued at $76,118,000 after buying an additional 54,272 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA DFAT opened at $69.34 on Friday. Dimensional U.S. Targeted Value ETF has a 12 month low of $55.12 and a 12 month high of $72.81. The company has a 50-day moving average of $69.44 and a 200-day moving average of $68.69. The company has a market cap of $14.29 billion, a P/E ratio of 12.39 and a beta of 0.99.

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.