Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) is Efficient Frontier Advisors LLC’s 3rd Largest Position

Efficient Frontier Advisors LLC lessened its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.0% during the 4th quarter, Holdings Channel reports. The firm owned 497,924 shares of the company’s stock after selling 5,238 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 18.3% of Efficient Frontier Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding. Efficient Frontier Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $27,714,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of DFAT. LJI Wealth Management LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 0.4% in the 4th quarter. LJI Wealth Management LLC now owns 56,245 shares of the company’s stock valued at $3,131,000 after buying an additional 242 shares in the last quarter. American Capital Advisory LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 7.4% in the fourth quarter. American Capital Advisory LLC now owns 14,071 shares of the company’s stock valued at $783,000 after acquiring an additional 970 shares in the last quarter. Apollon Wealth Management LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 24.4% during the fourth quarter. Apollon Wealth Management LLC now owns 15,815 shares of the company’s stock valued at $880,000 after acquiring an additional 3,107 shares during the last quarter. Aurelius Family Office LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $1,113,000. Finally, SC&H Financial Advisors Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 2.9% in the 4th quarter. SC&H Financial Advisors Inc. now owns 77,214 shares of the company’s stock valued at $4,298,000 after purchasing an additional 2,151 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.9 %

NYSEARCA:DFAT opened at $56.93 on Monday. The firm has a market cap of $10.54 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12-month low of $49.73 and a 12-month high of $61.75. The company’s 50-day moving average is $57.18 and its two-hundred day moving average is $56.16.

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.