Allworth Financial LP Grows Stake in Dimensional U.S. Targeted Value ETF $DFAT

Allworth Financial LP lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.3% in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,060,969 shares of the company’s stock after purchasing an additional 13,760 shares during the quarter. Allworth Financial LP owned about 0.52% of Dimensional U.S. Targeted Value ETF worth $74,162,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the stock. CIBC Private Wealth Group LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after acquiring an additional 243 shares during the last quarter. Parallel Advisors LLC raised its position in Dimensional U.S. Targeted Value ETF by 49.9% in the 1st quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock worth $51,000 after purchasing an additional 270 shares during the period. Timmons Wealth Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth about $50,000. Modus Advisors LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $82,000. Finally, Operose Advisors LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $118,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock traded down $0.87 during mid-day trading on Tuesday, hitting $70.95. The company’s stock had a trading volume of 254,166 shares, compared to its average volume of 345,173. The company has a 50 day moving average of $70.94 and a 200-day moving average of $67.47. The stock has a market cap of $14.52 billion, a PE ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a one year low of $55.12 and a one year high of $72.81.

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.