Apella Capital LLC boosted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 29.3% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 2,132,827 shares of the company’s stock after acquiring an additional 483,687 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 2.1% of Apella Capital LLC’s portfolio, making the stock its 8th largest position. Apella Capital LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $141,257,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. CoreFirst Bank & Trust acquired a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth $26,000. CIBC Private Wealth Group LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 59.0% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares during the period. IAG Wealth Partners LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 350.8% in the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after purchasing an additional 663 shares during the last quarter. Timmons Wealth Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth $50,000. Finally, Optima Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth $60,000.
Dimensional U.S. Targeted Value ETF Stock Up 0.9%
Shares of Dimensional U.S. Targeted Value ETF stock opened at $68.95 on Thursday. The business has a fifty day simple moving average of $67.10 and a 200 day simple moving average of $64.36. The stock has a market cap of $14.05 billion, a PE ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 12 month low of $52.83 and a 12 month high of $70.25.
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.
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