Sequoia Financial Advisors LLC Has $52.23 Million Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Sequoia Financial Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 27.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,014,429 shares of the company’s stock after buying an additional 216,339 shares during the period. Sequoia Financial Advisors LLC owned 0.51% of Dimensional U.S. Targeted Value ETF worth $52,233,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 22.3% during the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after purchasing an additional 3,799 shares during the period. Oppenheimer & Co. Inc. lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.3% during the fourth quarter. Oppenheimer & Co. Inc. now owns 156,628 shares of the company’s stock worth $8,718,000 after purchasing an additional 516 shares during the period. First Command Advisory Services Inc. lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 9.2% during the fourth quarter. First Command Advisory Services Inc. now owns 456,696 shares of the company’s stock worth $25,420,000 after purchasing an additional 38,410 shares during the period. McGrath & Associates Inc. acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth $983,000. Finally, Parkside Financial Bank & Trust lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 38.4% during the fourth quarter. Parkside Financial Bank & Trust now owns 12,285 shares of the company’s stock worth $684,000 after purchasing an additional 3,411 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA:DFAT opened at $52.99 on Thursday. The firm has a market cap of $10.44 billion, a PE ratio of 13.37 and a beta of 1.05. The firm’s fifty day moving average is $51.50 and its 200-day moving average is $53.36. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $61.75.

Dimensional U.S. Targeted Value ETF 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.