Wedmont Private Capital Has $420,000 Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Wedmont Private Capital lowered its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 20.0% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,841 shares of the company’s stock after selling 1,960 shares during the quarter. Wedmont Private Capital’s holdings in Dimensional U.S. Targeted Value ETF were worth $420,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Creative Planning raised its position in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the fourth quarter. Creative Planning now owns 13,638,740 shares of the company’s stock worth $713,715,000 after acquiring an additional 534,891 shares during the last quarter. Forum Financial Management LP raised its position in shares of Dimensional U.S. Targeted Value ETF by 2.5% during the fourth quarter. Forum Financial Management LP now owns 9,168,412 shares of the company’s stock worth $479,783,000 after acquiring an additional 219,728 shares during the last quarter. Savant Capital LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 6.4% during the fourth quarter. Savant Capital LLC now owns 5,433,256 shares of the company’s stock worth $284,322,000 after acquiring an additional 325,154 shares during the last quarter. Corient Private Wealth LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. Corient Private Wealth LLC now owns 2,748,722 shares of the company’s stock worth $143,841,000 after acquiring an additional 10,299 shares during the last quarter. Finally, Envestnet Asset Management Inc. raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.5% during the fourth quarter. Envestnet Asset Management Inc. now owns 2,710,003 shares of the company’s stock worth $141,814,000 after acquiring an additional 12,361 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.2 %

DFAT stock opened at $51.47 on Friday. The company has a market cap of $9.53 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a twelve month low of $42.53 and a twelve month high of $54.64. The business has a fifty day moving average of $52.44 and a 200-day moving average of $51.84.

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.