Truepoint Inc. Sells 8,254 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Truepoint Inc. trimmed its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,485,616 shares of the company’s stock after selling 8,254 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises about 2.2% of Truepoint Inc.’s investment portfolio, making the stock its 13th biggest holding. Truepoint Inc. owned about 0.80% of Dimensional U.S. Targeted Value ETF worth $82,645,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Creative Planning increased its stake in shares of Dimensional U.S. Targeted Value ETF by 4.1% in the 2nd quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after acquiring an additional 555,638 shares in the last quarter. Forum Financial Management LP increased its stake in shares of Dimensional U.S. Targeted Value ETF by 1.8% in 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 in the last quarter. Savant Capital LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the 2nd quarter. Savant Capital LLC now owns 4,846,930 shares of the company’s stock worth $251,410,000 after acquiring an additional 29,571 shares in the last quarter. Pure Financial Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 28.9% in the 3rd quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock worth $197,951,000 after acquiring an additional 797,607 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 2.5% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 2,353,277 shares of the company’s stock worth $122,064,000 after acquiring an additional 57,397 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $60.18 on Friday. The firm has a market cap of $11.14 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $46.36 and a fifty-two week high of $60.41. The firm has a 50-day simple moving average of $56.24 and a two-hundred day simple moving average of $54.38.

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.