Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) is Claris Advisors LLC MO’s 9th Largest Position

Claris Advisors LLC MO reduced its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 79,287 shares of the company’s stock after selling 2,346 shares during the period. Dimensional U.S. Targeted Value ETF makes up approximately 2.3% of Claris Advisors LLC MO’s investment portfolio, making the stock its 9th biggest holding. Claris Advisors LLC MO’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,149,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in DFAT. Signature Resources Capital Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $27,000. Truvestments Capital LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $46,000. Castleview Partners LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $51,000. Trifecta Capital Advisors LLC raised its position in Dimensional U.S. Targeted Value ETF by 281.8% during the 4th quarter. Trifecta Capital Advisors LLC now owns 1,512 shares of the company’s stock worth $79,000 after buying an additional 1,116 shares during the last quarter. Finally, Jones Financial Companies Lllp raised its position in Dimensional U.S. Targeted Value ETF by 49.6% during the 3rd quarter. Jones Financial Companies Lllp now owns 2,145 shares of the company’s stock worth $98,000 after buying an additional 711 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 1.0 %

Shares of DFAT stock traded up $0.53 during trading hours on Friday, hitting $52.49. The company’s stock had a trading volume of 210,540 shares, compared to its average volume of 247,678. The stock has a market cap of $9.72 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12-month low of $41.16 and a 12-month high of $54.64. The company has a 50 day moving average of $52.22 and a 200 day moving average of $50.01.

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.