Kestra Advisory Services LLC trimmed its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 10.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 126,959 shares of the company’s stock after selling 15,576 shares during the quarter. Kestra Advisory Services LLC owned approximately 0.06% of Dimensional U.S. Targeted Value ETF worth $8,435,000 as of its most recent SEC filing.
Other institutional investors have also added to or reduced their stakes in the company. Avant Financial Advisors LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 3.1% in the third quarter. Avant Financial Advisors LLC now owns 43,476 shares of the company’s stock worth $2,889,000 after buying an additional 1,327 shares in the last quarter. Commonwealth Equity Services LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at $6,275,000. Strategent Financial LLC grew its stake in Dimensional U.S. Targeted Value ETF by 17.8% during the third quarter. Strategent Financial LLC now owns 60,723 shares of the company’s stock valued at $4,034,000 after acquiring an additional 9,194 shares in the last quarter. Chicago Partners Investment Group LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the third quarter valued at $1,091,000. Finally, Smallwood Wealth Investment Management LLC grew its stake in Dimensional U.S. Targeted Value ETF by 1,857.3% during the third quarter. Smallwood Wealth Investment Management LLC now owns 6,048 shares of the company’s stock valued at $402,000 after acquiring an additional 5,739 shares in the last quarter.
Dimensional U.S. Targeted Value ETF Stock Performance
Shares of NYSEARCA DFAT opened at $70.14 on Wednesday. The company has a market cap of $14.66 billion, a P/E ratio of 12.87 and a beta of 0.98. The firm’s fifty day moving average is $68.98 and its two-hundred day moving average is $67.55. Dimensional U.S. Targeted Value ETF has a 52-week low of $55.12 and a 52-week high of $72.81.
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.
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