Capital Investment Advisory Services LLC Grows Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Capital Investment Advisory Services LLC grew its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 11.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,452 shares of the company’s stock after acquiring an additional 969 shares during the quarter. Capital Investment Advisory Services LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $495,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Pioneer Wealth Management Group lifted its position in shares of Dimensional U.S. Targeted Value ETF by 59.9% in the fourth quarter. Pioneer Wealth Management Group now owns 57,606 shares of the company’s stock valued at $3,015,000 after acquiring an additional 21,580 shares in the last quarter. Cook Wealth Management Group LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $10,661,000. Confluence Wealth Services Inc. lifted its position in shares of Dimensional U.S. Targeted Value ETF by 131.7% in the fourth quarter. Confluence Wealth Services Inc. now owns 137,110 shares of the company’s stock valued at $7,175,000 after acquiring an additional 77,924 shares in the last quarter. Brookstone Capital Management purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $240,000. Finally, HB Wealth Management LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 7.2% in the fourth quarter. HB Wealth Management LLC now owns 13,051 shares of the company’s stock valued at $683,000 after acquiring an additional 878 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $51.41 on Tuesday. Dimensional U.S. Targeted Value ETF has a one year low of $41.16 and a one year high of $54.64. The stock has a market cap of $9.51 billion, a PE ratio of 9.58 and a beta of 0.94. The stock has a 50 day moving average price of $52.11 and a 200 day moving average price of $49.64.

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.