Rollins Financial Advisors LLC Trims Stock Position in Dimensional U.S. Targeted Value ETF $DFAT

Rollins Financial Advisors LLC cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 17.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,122 shares of the company’s stock after selling 1,866 shares during the period. Rollins Financial Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $492,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the business. Focus Partners Wealth raised its position in Dimensional U.S. Targeted Value ETF by 6.5% in the first quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock valued at $668,598,000 after purchasing an additional 797,094 shares during the period. EP Wealth Advisors LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 35.2% during the 1st quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock worth $155,304,000 after purchasing an additional 784,895 shares during the period. Elser Financial Planning Inc acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth about $38,598,000. Liberty Wealth Management LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 343.5% in the 1st quarter. Liberty Wealth Management LLC now owns 617,873 shares of the company’s stock valued at $31,814,000 after buying an additional 478,543 shares during the period. Finally, Forum Financial Management LP raised its holdings in Dimensional U.S. Targeted Value ETF by 5.4% in the 2nd quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock valued at $504,718,000 after buying an additional 476,529 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $57.02 on Friday. The firm has a market cap of $11.38 billion, a PE ratio of 12.39 and a beta of 1.04. The company has a 50-day moving average of $58.06 and a two-hundred day moving average of $55.38. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $61.75.

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.