Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) is Evanson Asset Management LLC’s 5th Largest Position

Evanson Asset Management LLC raised its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,159,770 shares of the company’s stock after buying an additional 1,105 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 5.1% of Evanson Asset Management LLC’s holdings, making the stock its 5th largest position. Evanson Asset Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $60,691,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Comerica Bank purchased a new stake in Dimensional U.S. Targeted Value ETF in the third quarter valued at about $32,000. PNC Financial Services Group Inc. lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 681.0% during the fourth quarter. PNC Financial Services Group Inc. now owns 781 shares of the company’s stock worth $34,000 after purchasing an additional 681 shares during the period. CGC Financial Services LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the second quarter worth about $44,000. Sunbelt Securities Inc. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the first quarter worth about $45,000. Finally, Truvestments Capital LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter worth about $46,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.7 %

Dimensional U.S. Targeted Value ETF stock opened at $54.46 on Friday. Dimensional U.S. Targeted Value ETF has a 52 week low of $41.16 and a 52 week high of $54.64. The company has a market capitalization of $9.71 billion, a price-to-earnings ratio of 8.69 and a beta of 0.94. The stock has a 50-day moving average price of $51.68 and a 200 day moving average price of $48.82.

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.