Evanson Asset Management LLC Has $61.64 Million Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Evanson Asset Management LLC trimmed its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,107,372 shares of the company’s stock after selling 4,463 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 4.3% of Evanson Asset Management LLC’s holdings, making the stock its 7th largest holding. Evanson Asset Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $61,636,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the company. Iron Horse Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at approximately $32,000. Truvestments Capital LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $40,000. Legacy Investment Solutions LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter worth $46,000. Howe & Rusling Inc. acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the third quarter worth $61,000. Finally, CENTRAL TRUST Co lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 37.0% in the 3rd quarter. CENTRAL TRUST Co now owns 1,782 shares of the company’s stock valued at $99,000 after acquiring an additional 481 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.4 %

Shares of DFAT stock opened at $57.37 on Monday. Dimensional U.S. Targeted Value ETF has a twelve month low of $49.34 and a twelve month high of $61.75. The stock’s fifty day simple moving average is $57.78 and its 200 day simple moving average is $55.77. The firm has a market capitalization of $10.62 billion, a P/E 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.