Dimensional U.S. Targeted Value ETF $DFAT is Evanson Asset Management LLC’s 9th Largest Position

Evanson Asset Management LLC lessened its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,083,707 shares of the company’s stock after selling 11,628 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 3.5% of Evanson Asset Management LLC’s portfolio, making the stock its 9th largest position. Evanson Asset Management LLC owned 0.54% of Dimensional U.S. Targeted Value ETF worth $64,524,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. CoreFirst Bank & Trust bought a new stake in Dimensional U.S. Targeted Value ETF during the third quarter valued at $26,000. CIBC Private Wealth Group LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 59.0% during 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 lifted 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 purchasing an additional 663 shares during the period. McIlrath & Eck LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 70.7% during the third quarter. McIlrath & Eck LLC now owns 1,224 shares of the company’s stock valued at $71,000 after buying an additional 507 shares in the last quarter. Finally, Retirement Wealth Solutions LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $72,000.

Dimensional U.S. Targeted Value ETF Stock Up 1.0%

NYSEARCA:DFAT opened at $62.19 on Wednesday. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $67.46. The stock has a fifty day simple moving average of $64.00 and a 200 day simple moving average of $60.60. The firm has a market capitalization of $12.71 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04.

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.