Sequoia Financial Advisors LLC boosted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 27.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,014,429 shares of the company’s stock after buying an additional 216,339 shares during the period. Sequoia Financial Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $52,233,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also bought and sold shares of the company. Pure Financial Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 6.3% in the first quarter. Pure Financial Advisors LLC now owns 4,269,836 shares of the company’s stock valued at $219,854,000 after buying an additional 252,973 shares during the period. Spire Wealth Management lifted its holdings in Dimensional U.S. Targeted Value ETF by 2.5% in the first quarter. Spire Wealth Management now owns 173,454 shares of the company’s stock valued at $8,931,000 after buying an additional 4,290 shares during the period. Mattern Capital Management LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 16.4% in the first quarter. Mattern Capital Management LLC now owns 14,295 shares of the company’s stock valued at $736,000 after buying an additional 2,019 shares during the period. Ruedi Wealth Management Inc. lifted its holdings in Dimensional U.S. Targeted Value ETF by 1.3% in the first quarter. Ruedi Wealth Management Inc. now owns 254,385 shares of the company’s stock valued at $13,098,000 after buying an additional 3,182 shares during the period. Finally, PBMares Wealth Management LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 2.3% in the first quarter. PBMares Wealth Management LLC now owns 430,972 shares of the company’s stock valued at $22,191,000 after buying an additional 9,589 shares during the period.
Dimensional U.S. Targeted Value ETF Stock Down 0.9%
DFAT stock opened at $52.99 on Thursday. The firm has a market cap of $10.44 billion, a price-to-earnings ratio of 13.37 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a 12-month low of $44.01 and a 12-month high of $61.75. The company’s fifty day simple moving average is $51.50 and its 200 day simple moving average is $53.36.
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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