D.A. Davidson & CO. Raises Holdings in Dimensional U.S. Targeted Value ETF $DFAT

D.A. Davidson & CO. lifted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 30.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 192,740 shares of the company’s stock after purchasing an additional 45,106 shares during the quarter. D.A. Davidson & CO. owned 0.10% of Dimensional U.S. Targeted Value ETF worth $11,476,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. CoreFirst Bank & Trust purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at $26,000. CIBC Private Wealth Group LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares in the last quarter. IAG Wealth Partners LLC grew its position in Dimensional U.S. Targeted Value ETF by 350.8% in the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after acquiring an additional 663 shares in the last quarter. Optima Capital LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $60,000. Finally, McIlrath & Eck LLC grew its position in Dimensional U.S. Targeted Value ETF by 70.7% in the third quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock worth $71,000 after acquiring an additional 507 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 0.4%

DFAT opened at $66.75 on Tuesday. The firm has a market cap of $13.58 billion, a P/E ratio of 12.39 and a beta of 1.01. Dimensional U.S. Targeted Value ETF has a 12 month low of $48.10 and a 12 month high of $67.46. The stock has a 50-day moving average of $63.93 and a 200 day moving average of $61.57.

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.