Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) is Capital Performance Advisors LLP’s 2nd Largest Position

Capital Performance Advisors LLP decreased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 803,320 shares of the company’s stock after selling 9,303 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 13.6% of Capital Performance Advisors LLP’s portfolio, making the stock its 2nd largest position. Capital Performance Advisors LLP’s holdings in Dimensional U.S. Targeted Value ETF were worth $44,689,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in DFAT. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at $28,000. Bbjs Financial Advisors LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $30,000. Iron Horse Wealth Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the third quarter worth about $32,000. WealthShield Partners LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 134.2% during the second quarter. WealthShield Partners LLC now owns 712 shares of the company’s stock worth $37,000 after purchasing an additional 408 shares in the last quarter. Finally, Innealta Capital LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the second quarter valued at approximately $46,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA:DFAT traded up $0.03 during trading on Friday, hitting $59.14. The company’s stock had a trading volume of 36,480 shares, compared to its average volume of 236,468. The company has a market capitalization of $10.95 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $43.91 and a fifty-two week high of $59.81. The business has a 50 day moving average price of $55.08 and a two-hundred day moving average price of $53.83.

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.