Aviance Capital Partners LLC Has $1.62 Million Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Aviance Capital Partners LLC increased its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,876 shares of the company’s stock after acquiring an additional 1,131 shares during the period. Aviance Capital Partners LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,616,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. Forum Financial Management LP boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 7.2% during the third quarter. Forum Financial Management LP now owns 8,948,684 shares of the company’s stock worth $408,865,000 after purchasing an additional 599,382 shares during the period. Savant Capital LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 6.4% during the 4th quarter. Savant Capital LLC now owns 5,433,256 shares of the company’s stock valued at $284,322,000 after buying an additional 325,154 shares during the period. Mercer Global Advisors Inc. ADV boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 9.4% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 2,691,662 shares of the company’s stock valued at $122,982,000 after buying an additional 230,555 shares during the period. Modera Wealth Management LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 190.9% during the 3rd quarter. Modera Wealth Management LLC now owns 2,690,524 shares of the company’s stock valued at $122,930,000 after acquiring an additional 1,765,548 shares in the last quarter. Finally, Trust Co of the South acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth $100,019,000.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT traded up $0.58 during trading on Monday, reaching $53.07. 157,082 shares of the stock traded hands, compared to its average volume of 246,637. The stock’s 50-day simple moving average is $52.22 and its two-hundred day simple moving average is $50.08. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $41.73 and a fifty-two week high of $54.64. The stock has a market cap of $9.82 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12.

Dimensional U.S. Targeted Value ETF Company 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.