Dimensional U.S. Targeted Value ETF $DFAT Shares Acquired by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.7% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 1,295,374 shares of the company’s stock after purchasing an additional 34,024 shares during the period. Sequoia Financial Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $75,404,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Valmark Advisers Inc. boosted its holdings in Dimensional U.S. Targeted Value ETF by 3.5% in the third quarter. Valmark Advisers Inc. now owns 5,744 shares of the company’s stock valued at $334,000 after purchasing an additional 192 shares in the last quarter. Brookwood Investment Group LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 4.1% during the 3rd quarter. Brookwood Investment Group LLC now owns 5,072 shares of the company’s stock worth $295,000 after buying an additional 200 shares during the last quarter. Private Trust Co. NA boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 2.9% in the 3rd quarter. Private Trust Co. NA now owns 7,548 shares of the company’s stock valued at $439,000 after buying an additional 215 shares in the last quarter. Apollon Wealth Management LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. Apollon Wealth Management LLC now owns 17,131 shares of the company’s stock valued at $924,000 after buying an additional 230 shares during the last quarter. Finally, Citizens Financial Group Inc. RI raised its stake in Dimensional U.S. Targeted Value ETF by 4.7% during the 2nd quarter. Citizens Financial Group Inc. RI now owns 5,549 shares of the company’s stock worth $299,000 after acquiring an additional 250 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $63.19 on Friday. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $63.67. The stock has a market cap of $12.76 billion, a PE ratio of 12.39 and a beta of 1.04. The firm has a fifty day moving average price of $59.72 and a 200 day moving average price of $58.05.

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.