Aspiriant LLC Reduces Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Aspiriant LLC trimmed its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 171,748 shares of the company’s stock after selling 841 shares during the period. Aspiriant LLC owned about 0.09% of Dimensional U.S. Targeted Value ETF worth $9,554,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of DFAT. Creative Planning increased its stake in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the 2nd quarter. Creative Planning now owns 14,250,654 shares of the company’s stock valued at $739,182,000 after acquiring an additional 555,638 shares during the last quarter. Savant Capital LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the second quarter. Savant Capital LLC now owns 4,846,930 shares of the company’s stock worth $251,410,000 after buying an additional 29,571 shares during the period. Pure Financial Advisors LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 33.9% in the second quarter. Pure Financial Advisors LLC now owns 2,760,747 shares of the company’s stock valued at $143,200,000 after buying an additional 698,381 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.5% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 2,353,277 shares of the company’s stock valued at $122,064,000 after buying an additional 57,397 shares during the period. Finally, Asset Dedication LLC lifted its position in Dimensional U.S. Targeted Value ETF by 4.3% during the 3rd quarter. Asset Dedication LLC now owns 2,193,323 shares of the company’s stock worth $122,015,000 after acquiring an additional 90,019 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock traded down $0.19 on Friday, hitting $56.57. The stock had a trading volume of 35,466 shares, compared to its average volume of 236,346. The stock’s 50 day moving average is $54.53 and its 200-day moving average is $53.45. The firm has a market capitalization of $10.47 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 52-week low of $42.53 and a 52-week high of $58.09.

Dimensional U.S. Targeted Value ETF 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.