Dimensional U.S. Targeted Value ETF $DFAT Stock Position Decreased by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. lowered its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 25.4% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 118,121 shares of the company’s stock after selling 40,294 shares during the period. Oppenheimer & Co. Inc. owned about 0.06% of Dimensional U.S. Targeted Value ETF worth $6,876,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in DFAT. MB Generational Wealth LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $1,012,000. Beckerman Institutional LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 5.0% in the 3rd quarter. Beckerman Institutional LLC now owns 43,293 shares of the company’s stock worth $2,520,000 after acquiring an additional 2,067 shares during the period. Signature Estate & Investment Advisors LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 43.7% during the 3rd quarter. Signature Estate & Investment Advisors LLC now owns 39,944 shares of the company’s stock valued at $2,325,000 after purchasing an additional 12,144 shares during the period. TAGStone Capital Inc. grew its position in Dimensional U.S. Targeted Value ETF by 1.9% in the 3rd quarter. TAGStone Capital Inc. now owns 99,281 shares of the company’s stock worth $5,779,000 after purchasing an additional 1,834 shares during the last quarter. Finally, Savant Capital LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the third quarter. Savant Capital LLC now owns 4,974,930 shares of the company’s stock valued at $289,591,000 after purchasing an additional 29,718 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $66.63 on Wednesday. Dimensional U.S. Targeted Value ETF has a 12-month low of $44.01 and a 12-month high of $66.97. The firm has a market capitalization of $13.61 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. The business has a 50 day simple moving average of $62.06 and a 200 day simple moving average of $59.08.

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.