Waverly Advisors LLC Buys 37,197 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Waverly Advisors LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 275.1% in the first quarter, HoldingsChannel reports. The firm owned 50,716 shares of the company’s stock after buying an additional 37,197 shares during the period. Waverly Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,167,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Fortitude Family Office LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 14.3% during the fourth quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock valued at $4,100,000 after buying an additional 8,603 shares during the last quarter. OLIO Financial Planning grew its position in shares of Dimensional U.S. Targeted Value ETF by 7.1% in the 4th quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock worth $13,479,000 after buying an additional 14,980 shares during the last quarter. Master S Wealth Management Inc. raised its stake in shares of Dimensional U.S. Targeted Value ETF by 9.3% during the 4th quarter. Master S Wealth Management Inc. now owns 362,045 shares of the company’s stock worth $21,556,000 after acquiring an additional 30,810 shares in the last quarter. Farther Finance Advisors LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 55.3% during the 4th quarter. Farther Finance Advisors LLC now owns 226,694 shares of the company’s stock worth $13,497,000 after acquiring an additional 80,754 shares in the last quarter. Finally, Sanctuary Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 59.6% during the fourth quarter. Sanctuary Advisors LLC now owns 51,457 shares of the company’s stock valued at $3,064,000 after acquiring an additional 19,207 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Down 0.8%

NYSEARCA:DFAT opened at $70.98 on Thursday. The stock has a market capitalization of $14.55 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 52 week low of $52.83 and a 52 week high of $71.74. The firm has a 50 day moving average of $68.97 and a 200 day moving average of $66.04.

About Dimensional U.S. Targeted Value ETF

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.