Bay Colony Advisory Group Inc d b a Bay Colony Advisors lessened its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 77,606 shares of the company’s stock after selling 3,871 shares during the quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors’ holdings in Dimensional U.S. Targeted Value ETF were worth $3,993,000 at the end of the most recent quarter.
Several other institutional investors have also recently bought and sold shares of the company. Forum Financial Management LP increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.8% during the 4th quarter. Forum Financial Management LP now owns 8,944,962 shares of the company’s stock worth $497,877,000 after purchasing an additional 161,583 shares during the period. Focus Partners Advisor Solutions LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 34.4% in the fourth quarter. Focus Partners Advisor Solutions LLC now owns 4,820,280 shares of the company’s stock valued at $268,297,000 after purchasing an additional 1,234,171 shares in the last quarter. Jackson Thornton Wealth Management LLC lifted its position in Dimensional U.S. Targeted Value ETF by 3.3% in the fourth quarter. Jackson Thornton Wealth Management LLC now owns 2,954,177 shares of the company’s stock worth $164,430,000 after purchasing an additional 95,256 shares during the period. EP Wealth Advisors LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 20.7% in the 4th quarter. EP Wealth Advisors LLC now owns 2,231,308 shares of the company’s stock valued at $124,195,000 after buying an additional 382,653 shares during the period. Finally, Raymond James Financial Inc. bought a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $69,228,000.
Dimensional U.S. Targeted Value ETF Stock Up 0.3%
DFAT stock opened at $52.71 on Thursday. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $61.75. The company has a market cap of $10.39 billion, a P/E ratio of 13.37 and a beta of 1.05. The business has a fifty day moving average of $50.88 and a 200-day moving average of $53.60.
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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