Aurelius Family Office LLC Takes Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Aurelius Family Office LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 19,998 shares of the company’s stock, valued at approximately $1,113,000. Dimensional U.S. Targeted Value ETF comprises approximately 0.6% of Aurelius Family Office LLC’s holdings, making the stock its 27th biggest position.

Other hedge funds and other institutional investors have also modified their holdings of the company. Forum Financial Management LP lifted its position in Dimensional U.S. Targeted Value ETF by 1.8% during the 3rd quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after acquiring an additional 154,338 shares during the last quarter. Pure Financial Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 12.9% in the 4th quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock worth $223,579,000 after buying an additional 458,509 shares in the last quarter. Asset Dedication LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 4.2% in the 4th quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock valued at $127,159,000 after purchasing an additional 91,246 shares in the last quarter. EP Wealth Advisors LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 18.5% in the 3rd quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock worth $102,841,000 after acquiring an additional 288,340 shares in the last quarter. Finally, Abacus Wealth Partners LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 11.1% during the fourth quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock worth $73,588,000 after purchasing an additional 132,428 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.9 %

Shares of DFAT stock opened at $56.93 on Friday. Dimensional U.S. Targeted Value ETF has a 1 year low of $49.73 and a 1 year high of $61.75. The firm has a market capitalization of $10.54 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The firm’s 50 day moving average is $57.18 and its 200-day moving average is $56.15.

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.