27,973 Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Evanson Financial LLC

Evanson Financial LLC trimmed its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.6% in the third quarter, HoldingsChannel.com reports. The fund owned 1,062,046 shares of the company’s stock after selling 27,973 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 3.5% of Evanson Financial LLC’s portfolio, making the stock its 10th biggest position. Evanson Financial LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $70,562,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Stevens Capital Partners purchased a new stake in Dimensional U.S. Targeted Value ETF during the 1st quarter worth about $490,000. Henrickson Nauta Wealth Advisors Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 2.9% in the 2nd quarter. Henrickson Nauta Wealth Advisors Inc. now owns 384,676 shares of the company’s stock valued at $26,889,000 after purchasing an additional 10,718 shares during the last quarter. Allworth Financial LP lifted its holdings in Dimensional U.S. Targeted Value ETF by 1.3% in the 2nd quarter. Allworth Financial LP now owns 1,060,969 shares of the company’s stock valued at $74,162,000 after purchasing an additional 13,760 shares in the last quarter. Sequoia Financial Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 2.5% in the 1st quarter. Sequoia Financial Advisors LLC now owns 1,373,292 shares of the company’s stock valued at $85,762,000 after purchasing an additional 33,366 shares in the last quarter. Finally, Tenet Wealth Partners LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $643,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $69.11 on Friday. Dimensional U.S. Targeted Value ETF has a 12-month low of $55.12 and a 12-month high of $72.81. The stock has a market capitalization of $14.24 billion, a P/E ratio of 12.39 and a beta of 0.99. The firm’s 50-day moving average is $69.37 and its two-hundred day moving average is $68.69.

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.