Steward Partners Investment Advisory LLC Has $1.60 Million Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Steward Partners Investment Advisory LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 11.4% in the 4th quarter, Holdings Channel reports. The fund owned 28,650 shares of the company’s stock after acquiring an additional 2,940 shares during the quarter. Steward Partners Investment Advisory LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,595,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in DFAT. Bedel Financial Consulting Inc. increased its holdings in Dimensional U.S. Targeted Value ETF by 1.7% during the 4th quarter. Bedel Financial Consulting Inc. now owns 28,382 shares of the company’s stock worth $1,635,000 after purchasing an additional 472 shares in the last quarter. Scratch Capital LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $10,667,000. Kelly Financial Group LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $13,246,000. Mission Wealth Management LP raised its position in Dimensional U.S. Targeted Value ETF by 382.7% in the 4th quarter. Mission Wealth Management LP now owns 110,432 shares of the company’s stock valued at $6,147,000 after buying an additional 87,555 shares during the last quarter. Finally, Jones Financial Companies Lllp boosted its position in Dimensional U.S. Targeted Value ETF by 31.6% during the 4th quarter. Jones Financial Companies Lllp now owns 201,063 shares of the company’s stock worth $11,191,000 after acquiring an additional 48,269 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.6 %

Shares of DFAT stock opened at $52.78 on Monday. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.16 and a 12 month high of $61.75. The company’s fifty day simple moving average is $56.13 and its 200-day simple moving average is $56.35. The firm has a market cap of $10.33 billion, a PE ratio of 13.23 and a beta of 1.05.

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.