Avantax Advisory Services Inc. Purchases 2,622 Shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Avantax Advisory Services Inc. raised its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 47,553 shares of the company’s stock after purchasing an additional 2,622 shares during the quarter. Avantax Advisory Services Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,647,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Phillips Financial Management LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 10.4% in the third quarter. Phillips Financial Management LLC now owns 448,471 shares of the company’s stock worth $24,948,000 after acquiring an additional 42,259 shares during the period. EnRich Financial Partners LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 1.2% in the third quarter. EnRich Financial Partners LLC now owns 516,845 shares of the company’s stock worth $28,752,000 after acquiring an additional 6,043 shares during the period. Aviance Capital Partners LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 30.8% in the third quarter. Aviance Capital Partners LLC now owns 49,741 shares of the company’s stock worth $2,767,000 after acquiring an additional 11,720 shares during the period. Pathstone Holdings LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 0.7% in the third quarter. Pathstone Holdings LLC now owns 423,518 shares of the company’s stock worth $23,560,000 after acquiring an additional 2,890 shares during the period. Finally, Caprock Group LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 154.8% in the third quarter. Caprock Group LLC now owns 34,155 shares of the company’s stock worth $1,900,000 after acquiring an additional 20,750 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 2.5 %

Shares of DFAT stock opened at $51.68 on Monday. The company has a 50 day moving average price of $55.68 and a 200-day moving average price of $56.21. Dimensional U.S. Targeted Value ETF has a 52 week low of $50.16 and a 52 week high of $61.75. The firm has a market capitalization of $10.11 billion, a PE ratio of 13.23 and a beta of 1.05.

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.