Apella Capital LLC Decreases Position in Dimensional U.S. Targeted Value ETF $DFAT

Apella Capital LLC cut its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,045,430 shares of the company’s stock after selling 32,271 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 1.7% of Apella Capital LLC’s portfolio, making the stock its 10th largest position. Apella Capital LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $137,207,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of DFAT. Avidian Wealth Enterprises LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at $1,314,000. Elevation Wealth Partners LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 1.9% during the third quarter. Elevation Wealth Partners LLC now owns 40,436 shares of the company’s stock valued at $2,687,000 after buying an additional 736 shares during the last quarter. Great Waters Wealth Management grew its position in Dimensional U.S. Targeted Value ETF by 6.1% in the 3rd quarter. Great Waters Wealth Management now owns 942,310 shares of the company’s stock worth $62,607,000 after purchasing an additional 53,953 shares during the period. Juncture Wealth Strategies LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at about $9,119,000. Finally, Olistico Wealth LLC lifted its position in Dimensional U.S. Targeted Value ETF by 1.8% during the third quarter. Olistico Wealth LLC now owns 31,601 shares of the company’s stock valued at $2,100,000 after purchasing an additional 565 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT traded up $0.27 during mid-day trading on Thursday, reaching $67.34. The stock had a trading volume of 161,841 shares, compared to its average volume of 337,770. The firm has a market cap of $13.86 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99. The business has a fifty day moving average of $70.29 and a 200 day moving average of $68.23. Dimensional U.S. Targeted Value ETF has a 12 month low of $55.12 and a 12 month high of $72.81.

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.