Apella Capital LLC reduced its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 1.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,045,430 shares of the company’s stock after selling 32,271 shares during the period. Dimensional U.S. Targeted Value ETF makes up approximately 1.7% of Apella Capital LLC’s investment portfolio, making the stock its 10th biggest position. Apella Capital LLC owned 0.99% of Dimensional U.S. Targeted Value ETF worth $137,207,000 at the end of the most recent quarter.
A number of other hedge funds also recently made changes to their positions in the stock. Avidian Wealth Enterprises LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter worth $1,314,000. Elevation Wealth Partners LLC increased its stake in Dimensional U.S. Targeted Value ETF by 1.9% during the 3rd quarter. Elevation Wealth Partners LLC now owns 40,436 shares of the company’s stock valued at $2,687,000 after purchasing an additional 736 shares in the last quarter. Great Waters Wealth Management raised its stake in shares of Dimensional U.S. Targeted Value ETF by 6.1% in the third quarter. Great Waters Wealth Management now owns 942,310 shares of the company’s stock worth $62,607,000 after purchasing an additional 53,953 shares during the last quarter. Juncture Wealth Strategies LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth $9,119,000. Finally, Olistico Wealth LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 1.8% during the third quarter. Olistico Wealth LLC now owns 31,601 shares of the company’s stock worth $2,100,000 after purchasing an additional 565 shares during the last quarter.
Dimensional U.S. Targeted Value ETF Stock Up 0.4%
DFAT traded up $0.27 during trading on Thursday, hitting $67.34. 161,841 shares of the company traded hands, compared to its average volume of 337,770. The stock’s fifty day moving average is $70.29 and its 200 day moving average is $68.23. Dimensional U.S. Targeted Value ETF has a one year low of $55.12 and a one year high of $72.81. The firm has a market cap of $13.86 billion, a P/E ratio of 12.39 and a beta of 0.99.
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.
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