United Capital Financial Advisors LLC Lowers Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

United Capital Financial Advisors LLC lessened its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.7% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 14,570 shares of the company’s stock after selling 247 shares during the period. United Capital Financial Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $811,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. CreativeOne Wealth LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $222,000. Mariner LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 9.7% during the fourth quarter. Mariner LLC now owns 690,338 shares of the company’s stock valued at $38,424,000 after purchasing an additional 61,015 shares in the last quarter. SageView Advisory Group LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 170.7% in the fourth quarter. SageView Advisory Group LLC now owns 18,563 shares of the company’s stock worth $1,033,000 after purchasing an additional 11,705 shares during the last quarter. Bragg Financial Advisors Inc lifted its position in shares of Dimensional U.S. Targeted Value ETF by 10.9% in the fourth quarter. Bragg Financial Advisors Inc now owns 35,100 shares of the company’s stock worth $1,954,000 after buying an additional 3,449 shares in the last quarter. Finally, Sagespring Wealth Partners LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at approximately $217,000.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $47.38 on Friday. The company has a market cap of $9.34 billion, a price-to-earnings ratio of 12.09 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $61.75. The stock’s 50 day simple moving average is $51.68 and its two-hundred day simple moving average is $55.26.

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.