Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Sold by Apella Capital LLC

Apella Capital LLC reduced its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,677,344 shares of the company’s stock after selling 76,403 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 3.6% of Apella Capital LLC’s portfolio, making the stock its 6th largest holding. Apella Capital LLC owned approximately 0.91% of Dimensional U.S. Targeted Value ETF worth $93,361,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also made changes to their positions in the company. JPMorgan Chase & Co. raised its position in shares of Dimensional U.S. Targeted Value ETF by 13.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 259,750 shares of the company’s stock valued at $14,450,000 after buying an additional 30,351 shares during the period. FMR LLC raised its position in Dimensional U.S. Targeted Value ETF by 12.6% in the third quarter. FMR LLC now owns 20,950 shares of the company’s stock valued at $1,165,000 after purchasing an additional 2,349 shares during the period. Summit Trail Advisors LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 24.5% in the 3rd quarter. Summit Trail Advisors LLC now owns 17,382 shares of the company’s stock valued at $967,000 after purchasing an additional 3,424 shares during the last quarter. SC&H Financial Advisors Inc. grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 3.8% during the 3rd quarter. SC&H Financial Advisors Inc. now owns 75,063 shares of the company’s stock worth $4,176,000 after purchasing an additional 2,735 shares during the period. Finally, International Assets Investment Management LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter worth about $6,259,000.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA DFAT opened at $56.12 on Wednesday. Dimensional U.S. Targeted Value ETF has a 12 month low of $49.18 and a 12 month high of $61.75. The stock has a market capitalization of $10.39 billion, a P/E ratio of 9.99 and a beta of 1.12. The firm’s 50-day moving average is $57.91 and its two-hundred day moving average is $55.65.

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.