TFO Wealth Partners LLC Purchases 23,648 Shares of Dimensional U.S. Targeted Value ETF $DFAT

TFO Wealth Partners LLC raised its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 6.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 382,974 shares of the company’s stock after acquiring an additional 23,648 shares during the period. Dimensional U.S. Targeted Value ETF makes up 3.6% of TFO Wealth Partners LLC’s portfolio, making the stock its 5th biggest holding. TFO Wealth Partners LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $20,665,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Brighton Jones LLC increased its position in Dimensional U.S. Targeted Value ETF by 22.3% in the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after buying an additional 3,799 shares during the period. Brown Advisory Inc. grew its stake in shares of Dimensional U.S. Targeted Value ETF by 188.6% in the first quarter. Brown Advisory Inc. now owns 12,902 shares of the company’s stock worth $664,000 after acquiring an additional 8,431 shares during the last quarter. CWM LLC increased its position in Dimensional U.S. Targeted Value ETF by 3.7% during the first quarter. CWM LLC now owns 56,480 shares of the company’s stock worth $2,908,000 after acquiring an additional 2,038 shares during the period. Woodside Wealth Management LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the 1st quarter valued at $222,000. Finally, Asset Dedication LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 0.9% in the 1st quarter. Asset Dedication LLC now owns 2,305,024 shares of the company’s stock valued at $118,686,000 after purchasing an additional 20,455 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $57.02 on Monday. The firm’s 50-day moving average is $58.06 and its 200-day moving average is $55.43. The company has a market cap of $11.38 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 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.