Savant Capital LLC Lowers Stock Position in Dimensional U.S. Targeted Value ETF $DFAT

Savant Capital LLC lowered its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.9% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 4,830,800 shares of the company’s stock after selling 144,130 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 1.6% of Savant Capital LLC’s investment portfolio, making the stock its 13th largest position. Savant Capital LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $287,626,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Cary Street Partners Financial LLC lifted its position in Dimensional U.S. Targeted Value ETF by 1.3% during the fourth quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock valued at $831,000 after buying an additional 175 shares during the period. Accurate Wealth Management LLC lifted its position in Dimensional U.S. Targeted Value ETF by 3.0% during the fourth quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock valued at $439,000 after buying an additional 202 shares during the period. Mutual Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 0.6% during the fourth quarter. Mutual Advisors LLC now owns 37,208 shares of the company’s stock valued at $2,215,000 after buying an additional 224 shares during the period. Brookwood Investment Group LLC lifted its position in Dimensional U.S. Targeted Value ETF by 4.6% during the fourth quarter. Brookwood Investment Group LLC now owns 5,304 shares of the company’s stock valued at $316,000 after buying an additional 232 shares during the period. Finally, CIBC Private Wealth Group LLC lifted its position in Dimensional U.S. Targeted Value ETF by 59.0% during the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after buying an additional 243 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $67.59 on Friday. Dimensional U.S. Targeted Value ETF has a 1-year low of $51.19 and a 1-year high of $68.05. The business has a fifty day moving average price of $65.01 and a 200-day moving average price of $62.96. The company has a market capitalization of $13.77 billion, a PE ratio of 12.39 and a beta of 0.99.

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.