Foundations Investment Advisors LLC Has $280,000 Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Foundations Investment Advisors LLC increased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.3% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 5,037 shares of the company’s stock after purchasing an additional 209 shares during the quarter. Foundations Investment Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $280,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the company. Financial Symmetry Inc boosted its holdings in Dimensional U.S. Targeted Value ETF by 48.3% in the 3rd quarter. Financial Symmetry Inc now owns 10,753 shares of the company’s stock valued at $598,000 after purchasing an additional 3,502 shares during the period. Mills Wealth Advisors LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 6.7% in the third quarter. Mills Wealth Advisors LLC now owns 69,296 shares of the company’s stock valued at $3,855,000 after buying an additional 4,330 shares during the period. McClarren Financial Advisors Inc. bought a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth $112,000. Pure Portfolios Holdings LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $1,340,000. Finally, Werba Rubin Papier Wealth Management lifted its position in shares of Dimensional U.S. Targeted Value ETF by 1.7% during the 3rd quarter. Werba Rubin Papier Wealth Management now owns 50,490 shares of the company’s stock valued at $2,809,000 after acquiring an additional 862 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT opened at $54.78 on Friday. The stock has a market capitalization of $10.14 billion, a P/E ratio of 9.99 and a beta of 1.12. The stock’s fifty day moving average is $54.83 and its 200 day moving average is $53.53. 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 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.