Claris Advisors LLC MO boosted its position 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 firm owned 80,881 shares of the company’s stock after acquiring an additional 261 shares during the period. Dimensional U.S. Targeted Value ETF accounts for approximately 1.7% of Claris Advisors LLC MO’s portfolio, making the stock its 13th largest holding. Claris Advisors LLC MO’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,502,000 at the end of the most recent quarter.
Several other institutional investors have also added to or reduced their stakes in DFAT. Independent Advisor Alliance bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $230,000. Altiora Financial Group LLC grew its stake in Dimensional U.S. Targeted Value ETF by 12.2% in the 4th quarter. Altiora Financial Group LLC now owns 233,060 shares of the company’s stock valued at $12,972,000 after buying an additional 25,383 shares in the last quarter. G2 Capital Management LLC OH raised its holdings in Dimensional U.S. Targeted Value ETF by 0.8% during the 4th quarter. G2 Capital Management LLC OH now owns 264,842 shares of the company’s stock valued at $14,741,000 after acquiring an additional 2,125 shares during the period. Efficient Advisors LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 13.5% during the 4th quarter. Efficient Advisors LLC now owns 113,259 shares of the company’s stock valued at $6,304,000 after acquiring an additional 13,457 shares during the period. Finally, Axis Wealth Partners LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth $475,000.
Dimensional U.S. Targeted Value ETF Stock Performance
Shares of NYSEARCA DFAT opened at $51.52 on Tuesday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $50.16 and a fifty-two week high of $61.75. The stock has a market cap of $10.08 billion, a PE ratio of 13.23 and a beta of 1.05. The stock has a fifty day moving average of $56.05 and a 200-day moving average of $56.33.
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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