Capital Performance Advisors LLP Lowers Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Capital Performance Advisors LLP lessened its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 827,393 shares of the company’s stock after selling 666 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 18.7% of Capital Performance Advisors LLP’s holdings, making the stock its 2nd biggest position. Capital Performance Advisors LLP owned 0.46% of Dimensional U.S. Targeted Value ETF worth $43,297,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. BetterWealth LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.3% during the 4th quarter. BetterWealth LLC now owns 76,414 shares of the company’s stock valued at $3,999,000 after purchasing an additional 241 shares during the last quarter. Orion Portfolio Solutions LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the third quarter. Orion Portfolio Solutions LLC now owns 62,708 shares of the company’s stock worth $2,865,000 after acquiring an additional 250 shares during the last quarter. TFB Advisors LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.9% during the third quarter. TFB Advisors LLC now owns 6,176 shares of the company’s stock valued at $282,000 after acquiring an additional 288 shares in the last quarter. Parkside Financial Bank & Trust raised its position in shares of Dimensional U.S. Targeted Value ETF by 3.4% in the 3rd quarter. Parkside Financial Bank & Trust now owns 9,198 shares of the company’s stock valued at $420,000 after purchasing an additional 301 shares during the last quarter. Finally, Private Advisor Group LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 0.8% in the 3rd quarter. Private Advisor Group LLC now owns 46,517 shares of the company’s stock worth $2,125,000 after purchasing an additional 350 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock traded up $0.58 during mid-day trading on Monday, reaching $53.07. 157,082 shares of the company traded hands, compared to its average volume of 246,637. The company has a market capitalization of $9.82 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $41.73 and a fifty-two week high of $54.64. The firm’s fifty day moving average is $52.22 and its two-hundred day moving average is $50.08.

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.