Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) is TCI Wealth Advisors Inc.’s 8th Largest Position

TCI Wealth Advisors Inc. decreased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 538,685 shares of the company’s stock after selling 13,078 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 3.0% of TCI Wealth Advisors Inc.’s portfolio, making the stock its 8th biggest position. TCI Wealth Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $28,189,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in DFAT. National Bank of Canada FI bought a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $151,000. Axxcess Wealth Management LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at $353,000. Signature Resources Capital Management LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $27,000. Bordeaux Wealth Advisors LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth $391,000. Finally, Coulter & Justus Financial Services LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth $382,000.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT stock traded up $0.53 during trading on Friday, reaching $52.49. 210,540 shares of the company traded hands, compared to its average volume of 247,678. The company has a market capitalization of $9.72 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The business has a 50 day simple moving average of $52.22 and a 200 day simple moving average of $50.08. Dimensional U.S. Targeted Value ETF has a 12 month low of $41.16 and a 12 month high of $54.64.

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.