Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Acquired by EP Wealth Advisors LLC

EP Wealth Advisors LLC raised its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,262,902 shares of the company’s stock after purchasing an additional 57,569 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 0.8% of EP Wealth Advisors LLC’s holdings, making the stock its 27th largest holding. EP Wealth Advisors LLC owned about 0.71% of Dimensional U.S. Targeted Value ETF worth $66,088,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in the business. Creative Planning grew its stake in Dimensional U.S. Targeted Value ETF by 4.1% during the 4th quarter. Creative Planning now owns 13,638,740 shares of the company’s stock worth $713,715,000 after buying an additional 534,891 shares during the last quarter. Forum Financial Management LP boosted its position in Dimensional U.S. Targeted Value ETF by 2.5% during the 4th quarter. Forum Financial Management LP now owns 9,168,412 shares of the company’s stock worth $479,783,000 after acquiring an additional 219,728 shares during the period. Savant Capital LLC boosted its position in Dimensional U.S. Targeted Value ETF by 6.4% during the 4th quarter. Savant Capital LLC now owns 5,433,256 shares of the company’s stock worth $284,322,000 after acquiring an additional 325,154 shares during the period. Corient Private Wealth LLC boosted its position in Dimensional U.S. Targeted Value ETF by 0.4% during the 4th quarter. Corient Private Wealth LLC now owns 2,748,722 shares of the company’s stock worth $143,841,000 after acquiring an additional 10,299 shares during the period. Finally, Envestnet Asset Management Inc. boosted its position in Dimensional U.S. Targeted Value ETF by 0.5% during the 4th quarter. Envestnet Asset Management Inc. now owns 2,710,003 shares of the company’s stock worth $141,814,000 after acquiring an additional 12,361 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Down 1.6 %

DFAT stock traded down $0.82 during trading on Friday, reaching $51.02. 238,488 shares of the company’s stock were exchanged, compared to its average volume of 238,787. Dimensional U.S. Targeted Value ETF has a 1-year low of $42.53 and a 1-year high of $54.64. The company’s fifty day moving average price is $52.55 and its 200-day moving average price is $51.76. The firm has a market cap of $9.44 billion, a PE ratio of 9.99 and a beta of 1.12.

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.