Forum Financial Management LP Acquires 142,102 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Forum Financial Management LP lifted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,349,578 shares of the company’s stock after purchasing an additional 142,102 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 9.1% of Forum Financial Management LP’s portfolio, making the stock its 3rd biggest position. Forum Financial Management LP owned 5.09% of Dimensional U.S. Targeted Value ETF worth $646,331,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Lam Group Inc. increased its holdings in Dimensional U.S. Targeted Value ETF by 6.3% in the first quarter. Lam Group Inc. now owns 31,596 shares of the company’s stock worth $1,973,000 after purchasing an additional 1,861 shares in the last quarter. Janney Montgomery Scott LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 2.5% during the 1st quarter. Janney Montgomery Scott LLC now owns 12,126 shares of the company’s stock worth $757,000 after buying an additional 293 shares during the period. Rooted Wealth Advisors Inc. increased its stake in shares of Dimensional U.S. Targeted Value ETF by 59.2% in the 1st quarter. Rooted Wealth Advisors Inc. now owns 62,624 shares of the company’s stock valued at $4,171,000 after acquiring an additional 23,289 shares in the last quarter. Compass Advisory Group LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 13.5% during the 1st quarter. Compass Advisory Group LLC now owns 23,018 shares of the company’s stock valued at $1,437,000 after acquiring an additional 2,742 shares during the period. Finally, Long Island Wealth Management Inc. lifted its position in shares of Dimensional U.S. Targeted Value ETF by 29.6% during the 1st quarter. Long Island Wealth Management Inc. now owns 33,606 shares of the company’s stock valued at $2,099,000 after acquiring an additional 7,682 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Down 0.1%

Shares of NYSEARCA DFAT opened at $69.86 on Tuesday. The firm has a market cap of $14.24 billion, a PE ratio of 12.39 and a beta of 0.97. The company’s fifty day simple moving average is $67.38 and its 200 day simple moving average is $64.58. Dimensional U.S. Targeted Value ETF has a 12-month low of $52.83 and a 12-month high of $70.25.

Dimensional U.S. Targeted Value ETF Company 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.