BBR Partners LLC Reduces Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

BBR Partners LLC cut its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 16.4% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 78,910 shares of the company’s stock after selling 15,514 shares during the quarter. BBR Partners LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,390,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. SC&H Financial Advisors Inc. increased its stake in Dimensional U.S. Targeted Value ETF by 3.8% in the 3rd quarter. SC&H Financial Advisors Inc. now owns 75,063 shares of the company’s stock worth $4,176,000 after acquiring an additional 2,735 shares during the last quarter. Summit Trail Advisors LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 24.5% in the third quarter. Summit Trail Advisors LLC now owns 17,382 shares of the company’s stock worth $967,000 after purchasing an additional 3,424 shares during the last quarter. International Assets Investment Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $6,259,000. Clayton Financial Group LLC lifted its position in Dimensional U.S. Targeted Value ETF by 27.7% during the second quarter. Clayton Financial Group LLC now owns 13,045 shares of the company’s stock valued at $710,000 after purchasing an additional 2,827 shares during the last quarter. Finally, Tillman Hartley LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 15.4% in the 3rd quarter. Tillman Hartley LLC now owns 403,133 shares of the company’s stock worth $22,426,000 after buying an additional 53,804 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $60.42 on Thursday. The firm’s fifty day moving average price is $56.49 and its 200-day moving average price is $54.49. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $46.36 and a fifty-two week high of $61.75. The stock has a market cap of $11.18 billion, a P/E ratio of 9.99 and a beta of 1.12.

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.