TCI Wealth Advisors Inc. reduced its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 2.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 488,873 shares of the company’s stock after selling 10,878 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 2.0% of TCI Wealth Advisors Inc.’s investment portfolio, making the stock its 14th biggest position. TCI Wealth Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $25,172,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently bought and sold shares of the company. Raymond James Financial Inc. purchased a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at approximately $69,228,000. Focus Partners Advisor Solutions LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 34.4% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 4,820,280 shares of the company’s stock worth $268,297,000 after acquiring an additional 1,234,171 shares in the last quarter. Tumwater Wealth Management LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth $30,702,000. Financial Harvest LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at $22,206,000. Finally, EP Wealth Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 20.7% in the fourth quarter. EP Wealth Advisors LLC now owns 2,231,308 shares of the company’s stock valued at $124,195,000 after purchasing an additional 382,653 shares in the last quarter.
Dimensional U.S. Targeted Value ETF Stock Performance
NYSEARCA:DFAT opened at $52.71 on Thursday. The business’s fifty day moving average is $50.88 and its 200 day moving average is $53.60. The firm has a market cap of $10.39 billion, a price-to-earnings ratio of 13.37 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $61.75.
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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