Modera Wealth Management LLC Has $45.82 Million Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Modera Wealth Management LLC decreased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.3% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 733,725 shares of the company’s stock after selling 9,673 shares during the period. Modera Wealth Management LLC owned about 0.36% of Dimensional U.S. Targeted Value ETF worth $45,821,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Fortitude Family Office LLC grew its position in Dimensional U.S. Targeted Value ETF by 14.3% in the fourth quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock valued at $4,100,000 after purchasing an additional 8,603 shares in the last quarter. OLIO Financial Planning lifted its position in Dimensional U.S. Targeted Value ETF by 7.1% during the 4th quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock worth $13,479,000 after buying an additional 14,980 shares in the last quarter. Farther Finance Advisors LLC lifted its position in Dimensional U.S. Targeted Value ETF by 55.3% during the 4th quarter. Farther Finance Advisors LLC now owns 226,694 shares of the company’s stock worth $13,497,000 after buying an additional 80,754 shares in the last quarter. Master S Wealth Management Inc. lifted its position in Dimensional U.S. Targeted Value ETF by 9.3% during the 4th quarter. Master S Wealth Management Inc. now owns 362,045 shares of the company’s stock worth $21,556,000 after buying an additional 30,810 shares in the last quarter. Finally, Disciplined Equity Management Inc. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 2.8% during the 4th quarter. Disciplined Equity Management Inc. now owns 417,953 shares of the company’s stock worth $24,885,000 after buying an additional 11,352 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $70.61 on Friday. The company has a market cap of $14.45 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. The firm has a 50-day moving average of $68.23 and a 200-day moving average of $65.44. Dimensional U.S. Targeted Value ETF has a one year low of $52.83 and a one year high of $71.39.

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.