Gradient Capital Advisors LLC trimmed its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 0.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 135,626 shares of the company’s stock after selling 409 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 2.4% of Gradient Capital Advisors LLC’s investment portfolio, making the stock its 9th largest position. Gradient Capital Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $7,549,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. SYM FINANCIAL Corp acquired a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $30,000. Iron Horse Wealth Management LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth $32,000. Truvestments Capital LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth $40,000. Legacy Investment Solutions LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $46,000. Finally, Howe & Rusling Inc. acquired a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $61,000.
Dimensional U.S. Targeted Value ETF Price Performance
Dimensional U.S. Targeted Value ETF stock opened at $57.28 on Wednesday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $49.73 and a fifty-two week high of $61.75. The firm has a fifty day moving average price of $57.05 and a two-hundred day moving average price of $56.17. The firm has a market cap of $10.60 billion, a price-to-earnings 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.
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