Websterrogers Financial Advisors LLC Has $1.53 Million Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Websterrogers Financial Advisors LLC trimmed its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 27,472 shares of the company’s stock after selling 898 shares during the quarter. Websterrogers Financial Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,529,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in DFAT. JPMorgan Chase & Co. grew its stake in Dimensional U.S. Targeted Value ETF by 13.2% in the third quarter. JPMorgan Chase & Co. now owns 259,750 shares of the company’s stock valued at $14,450,000 after purchasing an additional 30,351 shares in the last quarter. FMR LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 12.6% during the 3rd quarter. FMR LLC now owns 20,950 shares of the company’s stock valued at $1,165,000 after buying an additional 2,349 shares during the last quarter. Summit Trail Advisors LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 24.5% in the 3rd quarter. Summit Trail Advisors LLC now owns 17,382 shares of the company’s stock valued at $967,000 after buying an additional 3,424 shares in the last quarter. SC&H Financial Advisors Inc. increased its holdings in Dimensional U.S. Targeted Value ETF by 3.8% in the third quarter. SC&H Financial Advisors Inc. now owns 75,063 shares of the company’s stock worth $4,176,000 after buying an additional 2,735 shares during the last quarter. Finally, International Assets Investment Management LLC bought a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at approximately $6,259,000.

Dimensional U.S. Targeted Value ETF Stock Up 1.7 %

NYSEARCA DFAT opened at $57.05 on Thursday. The company has a 50 day moving average price of $57.91 and a two-hundred day moving average price of $55.65. Dimensional U.S. Targeted Value ETF has a 12-month low of $49.18 and a 12-month high of $61.75. The stock has a market capitalization of $10.56 billion, a PE 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.